Paraplanner
other jobs Heat Recruitment
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £35,000 - £40,000 per annum
Job Description:
Paraplanner, Location: Finchley, North London
Salary: £35,000 - £40,000 + Excellent Benefits
Full-time | Hybrid/Flexible Working
Benefits include:
*2 or 3 days a week in the office
*4% matched pension
*Health Cash Plan
*Death In Service
*Income protection (terms apply).
*Cycle to work scheme
*EAPs
*Company events
*Breakfast supplies
A Financial Planning practice in North London are hiring across a number of their teams in a period of growth.
As a Paraplanner, you will be responsible for supporting one or more Financial Advisers by managing advice processes in a compliant and efficient manner. Your key responsibilities will include:
*Assisting with client meeting preparation, attending these as required
*Undertaking research into products
*Writing suitability reports across Pensions, Investments, Protection, Equity Release
*Cash flow modelling
*Manage new business cases and submissions
*Monitor new business pipeline
*Fund switches & withdrawals
*Utilising Voyant, SelectaPension, FE Analytics and more
*Building strong relationships with Advisers, clients, and providers.
We are looking for someone who:
*Has experience in paraplanning or a similar role within financial services.
*Is Level 4 Diploma qualified (or close to completion!)
*Has a good understanding of financial products, investment strategies, and regulatory requirements.
*Can build strong relationships with clients, advisers, and providers.
If you are an experienced Paraplanner looking for a new challenge, we would love to hear from you!
Salary: £35,000 - £40,000 + Excellent Benefits
Full-time | Hybrid/Flexible Working
Benefits include:
*2 or 3 days a week in the office
*4% matched pension
*Health Cash Plan
*Death In Service
*Income protection (terms apply).
*Cycle to work scheme
*EAPs
*Company events
*Breakfast supplies
A Financial Planning practice in North London are hiring across a number of their teams in a period of growth.
As a Paraplanner, you will be responsible for supporting one or more Financial Advisers by managing advice processes in a compliant and efficient manner. Your key responsibilities will include:
*Assisting with client meeting preparation, attending these as required
*Undertaking research into products
*Writing suitability reports across Pensions, Investments, Protection, Equity Release
*Cash flow modelling
*Manage new business cases and submissions
*Monitor new business pipeline
*Fund switches & withdrawals
*Utilising Voyant, SelectaPension, FE Analytics and more
*Building strong relationships with Advisers, clients, and providers.
We are looking for someone who:
*Has experience in paraplanning or a similar role within financial services.
*Is Level 4 Diploma qualified (or close to completion!)
*Has a good understanding of financial products, investment strategies, and regulatory requirements.
*Can build strong relationships with clients, advisers, and providers.
If you are an experienced Paraplanner looking for a new challenge, we would love to hear from you!
Job number 3129651
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metapel
Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...