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.
Apply to firstname.lastname@example.org
By sending us your information, you acknowledge that it will be held and processed by James Associates Recruitment Ltd, and you consent to our using your contact information (including your phone number and email address) to process your application and contact you to discuss recruitment opportunities.