Paraplanner

Paraplanner - City of London, London

Ref: 64Tuesday 27 July 2021

£30,000 - £35,000

A highly reputable, Chartered financial planning practice in Central London are currently seeking an additional Paraplanner to join their dynamic and friendly team.

 

You will be part of a collaborative Paraplanning team supporting the company’s IFAs and have the support of a fully complemented Administration team.

 

Benefits

 

Annual salary (£30,000 - £35,000 DOE)

Flexible working (working from home and flexible work hours)

Full exam support and paid study days

26 days annual leave plus bank holidays

Team bonus

Social events

3 x death in service

Company pension

 

What is required?

 

  • Experience within a holistic and independent financial planning practice
  • Level 4 Diploma qualified or working towards attaining this
  • Adept at conducting research on Pensions and Investment cases and writing suitability reports
  • Experience with cashflow modeling would be beneficial