Job Information

Are you an experienced Paraplanner looking for a career in an established London Company?

My client is a well-known, top 100 UK IFA with several UK.



Due to consistent growth, they are now looking to expand their team of Paraplanners by 2 people and are keen to meet experienced candidates with Level 4 DipPFS or equivalent.



They will offer you

• Up to £45K pa
• Annual bonus
• Progression and development
• A dynamic and varied role
• Contributory pension scheme
• Group Private Medical Insurance, Death in Service, Permanent Health Insurance, Critical Illness, Medicash Scheme
• Interest free season ticket loan

You will be

• Provide paraplanning support to one or more advisers
• Dealing with client and provider enquiries
• Preparing for client meetings
• Analyse clients existing products and cross reference with their current objectives
• Undertake fund performance comparisons
• Prepare product comparisons and analysing comparison illustrations
• Complete FCA pension switching and replacement product templates
• Preparing cashflow plans using Voyant software
• Prepare draft recommendation reports
• Analyse client`s asset allocations and provide recommendations
• Checking compliance
• Analyse and interpreting data from meetings
• Build and maintain strong client relationships, face to face and over phone and email

Experience required

• Minimum 1 year experience in a Paraplanning role
• Level 4 DipPFS (or equivalent)
• Good general product and market knowledge
• Fantastic report writing skills

My client is interviewing now so please apply ASAP to avoid disappointment.