Recruit UK are working on an excellent opportunity for an experienced Paraplanner in London to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Senior Financial Adviser, assisting in all areas of client support, including preparing advice and recommendations.
This role is ideal for a responsible, self-motivated, well-organised paraplanner with good IT skills looking to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to enhance their knowledge and ability in the role.
The Role includes:
Research, analyse and draft recommendation reports Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare, research and produce annual reviews, including for Drawdown Pensions. Review the client’s investment portfolio, performance, asset allocation, risk profile etc. Fully understand compliance procedures. What’s in it for you:
Competitive starting salary up to £55k Hybrid working (after probation) HNW Clients Excellent Benefits: DIS, Flex Bens, Pension Paraplanning team Study support Skills and experience required:
Diploma (Dip PFS) or equivalent Paraplanning experience
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Research, analyse and draft recommendation reports Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare, research and produce annual reviews, including for Drawdown Pensions. Review the client’s investment portfolio, performance, asset allocation, risk profile etc. Fully understand compliance procedures. What’s in it for you:
Competitive starting salary up to £55k Hybrid working (after probation) HNW Clients Excellent Benefits: DIS, Flex Bens, Pension Paraplanning team Study support Skills and experience required:
Diploma (Dip PFS) or equivalent Paraplanning experience
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