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20 Sep 2021

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Job Title: Experienced Paraplanner

Location: London

Salary: up-to £50000 (Negotiable)

The Company:

Our client is an award winning, chartered independent financial advisory firm with a fantastic reputation for providing truly independent and accurate advice to their clients. They provide a holistic approach for both corporate and individual clients on a variety of financial products.

They are a solid team and each of them play a large role in the company, so they are looking for someone who is willing to make a real impact to their growing team. The need ambitious people that are proactive and bring enthusiasm to their work.

The Role:

This role would sit within the back-office function of the business and provide support to the financial advisers and their clients. Daily duties would include technical report writing and good knowledge of pensions would be needed for this role. Flexibility and remote working options are available.

The ideal candidate would be someone who wants to make a difference within a firm, be valued for the work they do and become an integral part of this reputable company.

The Required Skills:

- Several years paraplanning experience.

- Team player.

- Report writing.

- Cash flow modelling.

- In-depth analysis.

- Level 4 Diploma Qualified

Desired Skills:

- Working towards chartered status.


- Competitive salary

- Flexible Schedule

- Remote working options

If you are interested in learning more about this role, then please click "apply now".
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