Paraplanner – hybrid / flexible working
£50,000 - £70,000
London
An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with client service and accessibility to advice at the forefront of its offering
They are looking for an individual that ideally holds their level 6 qualifications (or making progress towards) and has experience as a technical Paraplanner with a range of cases predominantly across investments, pensions (DB Transfers would be a plus) and life products.
Your role will include but will not be limited to:
- To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
- Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
- Conduct fund research
- Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
- Preparation of fund switch and encashment letters according to advice provided.
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source
- Liaise with Product Providers / Third Parties regarding any technical queries
The ideal candidate will:
- Ideally be level 6 qualified or making strong progress towards
- Ideally STEP qualified (not a prerequisite if not)
- Experienced within DB Transfers
- Strong interpersonal skills, both written and verbal communication
- Customer service skills – providing an excellent service to the adviser and client.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of role
This is a unique opportunity for a paraplanner in the London area to join a firm where they offer hybrid working and a genuinely supportive environment.
