Job Description
Paraplanner
Location: Barnet, London
Salary: £35,000 – £45,000 + bonus
Job Type: Full-time, Permanent
Work Pattern: Monday to Friday, office-based
The Opportunity
We are recruiting on behalf of a well-established and growing financial planning firm seeking a skilled and motivated Paraplanner. This is a fantastic opportunity to work closely with experienced advisers and support the delivery of high-quality financial advice to a loyal and established client base.
CII Diploma qualified candidates are preferred. However, applicants who are working towards the qualification and have relevant experience are also encouraged to apply.
Key Responsibilities
* Prepare financial plans, reports, and suitability letters
* Analyse client data, financial statements, and research suitable solutions
* Liaise with clients and providers to obtain relevant information
* Support advisers in delivering tailored financial planning advice
* Work collaboratively with administrative and support teams
* Use financial planning and research tools such as Voyant, FE Analytics, Salesforce, and Excel
Skills & Experience
* Strong analytical and problem-solving skills
* Excellent time management and ability to meet deadlines
* Clear and professional written and verbal communication skills
* Ability to build strong working relationships with colleagues and clients
* Proactive, organised, and detail-oriented approach
* Good understanding of financial planning principles and client service
* CII Diploma qualified or actively working towards qualification
Benefits
* Performance and annual bonus
* Company pension
* Life insurance
* Modern office environment with high-quality systems
* Career development and progression opportunities
If this opportunity sounds like a good fit, please get in touch with Josie — we’d love to hear from you!