Role: Paraplanner
Location: Cannon Street, London
Salary £40,000
We are recruiting for one of our fast growing and successful businesses based in the city of London. Due to continued increase in business, they are looking for an experienced Paraplanner to join their adviser support team to work along a chartered financial planner to provide high quality advice for the end client.
This is a full time Paraplanner role based out of their offices situated in Cannon Street, London. This would suit someone that lives in or around the city, someone who wants to continue their career in paraplanning or someone just starting out.
You should have / should be
* 2 - 5 years’ experience or more in the Financial Services industry in a financial advice business
* Understand the financial advice and end client relationship and journey
* Experience in a financial adviser support role
* Full Level 4 Diploma qualified or working towards Diploma level currently
* Sound knowledge of of the Financial services market and products such as core products, tax wrappers, UK tax regime, fund management
* String background in client and product administration
* String communications skills
* IT literate including the ability to use Email, Word, Excel, CRM system, Platforms
* Strong work ethic
* String personal organisational skills
Accountabilities and Responsibilities
* Provide technical, research and administrative supp...