An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
Possess 1 year of paraplanning experience
Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
Strong understanding of paraplanning processes and financial planning concepts
Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
Level 4 Diploma in Financial Planning (CII) or actively working towards completion
Experience liaising with product providers and platforms to gather necessary data
What’s on offer:
Competitive salary
Annual discretionary bonus
Company pension scheme
Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003