Job Details

Paraplanner/ IFA para-panner/ Senior para planner - London

Sector:Financial Services

Region : Greater London

Location: Central London

Salary: £20,000-35,000 + benefits

Job Ref.: 25863765

Job Information

A dynamic and innovative Financial Planning firm are currently searching for an experienced paraplanner to join their team in their Central London.

Job duties will include:

• Writing suitability reports and creating valuations for the Financial Advisors within the business across pensions, life and investment products
• Processing new business on various systems and databases including Avelo
• Ad-hoc administrative duties to ensure the smooth running of the office
• Providing support during client meetings and producing fact-finds

The ideal candidate will be either qualified to Level 4 Diploma or close to this.

Within this role you will have varied duties in supporting the IFAs, thus allowing you to have a diverse and interesting role. This is an opportunity to join a highly progressive firm with a bespoke approach to their clients and is the perfect setting for which to progress and develop professionally.

As such, the firm are paying an above-market-average salary of £20,000-35,000 which is negotiable based on experience and qualifications.