Paraplanner

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Paraplanner

Location: North London

£30k-£35k (Depending on relevant industry experience)


Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.

Due to the continued success of the firm, they are now requiring a Paraplanner to join and strengthen their growing team.

The successful candidate will ideally have past experience working as a Paraplanner.


Key tasks and responsibilities:

As a Paraplanner you will be assisting and supporting the Financial Advisers in a compliant and efficient manner, duties including:

– Assisting and supporting the Advisory team

– Building cashflow models/Forecasting

– Liaising with clients to arrange meetings and appointments

– Attending client meetings with Advisers (if required)

– Building relationships with clients


This role requires the following skills and attributes:

– Excellent time management skills

– Excellent communication skills

– Understanding of using XPlan

– Good knowledge of Microsoft software eg Excel, Outlook etc

– Ability to work individually and as part of a team


Benefits

– Hybrid working

– 25 days holiday

– Excellent pension scheme

– Excellent study support scheme for anyone interested in obtaining the Level 4 Diploma in Financial Planning.