Paraplanner Assistant

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Paraplanner Assistant

Location: North London

£25k-£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 Paraplanning Assistant to join and strengthen their team.

The successful candidate will ideally have a minimum of two years relevant industry experience with the ability to ensure work is carried out in a compliant manner.


Key tasks and responsibilities:

As a Paraplanner Assistant, you will be assisting and supporting the Paraplanning team with guidance from the Paraplanning Manager, other duties including:

– Updating and maintaining the back-office system

– Assisting the Paraplanning team and Advisory team

– Downloading and saving contract notes to client records

– Liaising with clients to arrange meetings and appointments


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

– Excellent attention to detail


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.