Paraplanner – to c. £50-£60,000 + benefits and bonus – City of London based

Paraplanner – to c. £50,000 + benefits and bonus – City of London based

Working closely with a very successful, dynamic and entrepreneurial IFA this paraplanning role offers an excellent opportunity to become involved in every aspect of financial planning from start to finish; including extensive client contact. It can also offer longer term progression to advising in due course if you are interested.

A key requirement is you must be committed to a career in financial planning, have recent paraplanning experience, be minimum level 4 diploma and show willingness for professional development. Have excellent organisational skills and willingness to develop and expand responsibilities and able to work to a consistently high standard on your own initiative
Working closely with the director / adviser, in a small team producing £1m + income per annum from an established and loyal client bank.

Key responsibilities will include:
• Assisting with constructing detailed client reports
• Attending client meetings
• Obtaining accurate product and portfolio valuations
• Monitoring the progress of the advice cycle
• Researching products and plans covering protection, investment and pensions
• Monitor internal processes and compliance
Financial support and training is given for professional exams.
Salary is competitive and negotiable dependent on experience and qualifications.

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