Job Description
ParaplannerCity of London, 2 days a week post-probation£45,000 - £55,000Benefits:
* Private Medical Insurance
* Discretionary annual bonus
* Hybrid working after probation (2 days per week in the office)
* Up to 30 days of annual leave
* Flexible working hours
* Company events
We’re working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.Due to continued growth, they are looking for a driven and detail-oriented Paraplanner professional to join their collaborative team. Why Join This Business
* Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
* Certified B Corp, demonstrating genuine social and environmental accountability
* Full exam support after successful probation
* Supportive career pathway
Key Responsibilities:
* Working with Advisers to formulate advice and plans across pensions, investments, cashflow forecasting, retirement planning, IHT planning, VCTs and EISs.
* Producing suitability letters/reports
* Conducting research and analysis to support the development of suitable financial strategies
* Ad hoc attendance to client meetings to assist with cashflow presentations
* Be a technical point of contact for clients
* Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements:
* Minimum of 2 years' experience as a Paraplanner
* Level 4 qualification is mandatory
* Experience with a range of software and technology, including Voyant, FE Analytics
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support