Paraplanner – SJP firm- Wealth Management Salary: £40,000–£50,000 per annum Location: North London
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- England,London,City of London
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Full job descriptionParaplanner – SJP firm- Wealth Management
Salary: £40,000–£50,000 per annum
Location: North London
Job Type: Full-time, Permanent
Our client, an established financial planning practice, is looking to recruit an experienced Paraplanner to join its team. This is an excellent opportunity for a technically minded professional to work closely with financial advisers, supporting the delivery of high-quality financial planning advice across a broad range of client needs.
The Role
As Paraplanner, you will be responsible for researching, analysing and preparing client cases, producing high-quality suitability reports and supporting advisers throughout the financial planning process.
Key Duties
*Preparing suitability reports, client presentations and advice documentation.
*Researching client circumstances, objectives and existing pension arrangements.
*Completing cash-flow modelling, pension drawdown reviews, critical yield calculations and tax-related calculations.
*Supporting investment, retirement, protection and later-life planning cases.
*Identifying outstanding information and liaising with providers and pension schemes.
*Maintaining accurate client records and ensuring compliance with regulatory procedures.
*Working collaboratively with advisers and colleagues to ensure cases are completed efficiently and accurately.
The Ideal Candidate
*Previous Paraplanning experience within a financial planning business.
*Strong technical knowledge of pensions, investments and retirement planning.
*Experience producing suitability reports and undertaking financial analysis.
*Excellent written communication, numerical and analytical skills.
*Strong organisational skills and the ability to manage multiple cases.
*A proactive, professional and collaborative approach.
*Relevant industry qualifications, with a willingness to continue professional development.
The Benefits
*Competitive salary of £40,000–£50,000, depending on experience.
*Support for ongoing technical learning and professional development.
*A varied and engaging workload.
*A supportive team environment with opportunities to develop your career.
If you are an experienced Paraplanner seeking a new challenge within an established and growing financial planning practice, we would welcome your application.
Please apply with your CV for further information and a confidential discussion.
Salary: £40,000–£50,000 per annum
Location: North London
Job Type: Full-time, Permanent
Our client, an established financial planning practice, is looking to recruit an experienced Paraplanner to join its team. This is an excellent opportunity for a technically minded professional to work closely with financial advisers, supporting the delivery of high-quality financial planning advice across a broad range of client needs.
The Role
As Paraplanner, you will be responsible for researching, analysing and preparing client cases, producing high-quality suitability reports and supporting advisers throughout the financial planning process.
Key Duties
*Preparing suitability reports, client presentations and advice documentation.
*Researching client circumstances, objectives and existing pension arrangements.
*Completing cash-flow modelling, pension drawdown reviews, critical yield calculations and tax-related calculations.
*Supporting investment, retirement, protection and later-life planning cases.
*Identifying outstanding information and liaising with providers and pension schemes.
*Maintaining accurate client records and ensuring compliance with regulatory procedures.
*Working collaboratively with advisers and colleagues to ensure cases are completed efficiently and accurately.
The Ideal Candidate
*Previous Paraplanning experience within a financial planning business.
*Strong technical knowledge of pensions, investments and retirement planning.
*Experience producing suitability reports and undertaking financial analysis.
*Excellent written communication, numerical and analytical skills.
*Strong organisational skills and the ability to manage multiple cases.
*A proactive, professional and collaborative approach.
*Relevant industry qualifications, with a willingness to continue professional development.
The Benefits
*Competitive salary of £40,000–£50,000, depending on experience.
*Support for ongoing technical learning and professional development.
*A varied and engaging workload.
*A supportive team environment with opportunities to develop your career.
If you are an experienced Paraplanner seeking a new challenge within an established and growing financial planning practice, we would welcome your application.
Please apply with your CV for further information and a confidential discussion.
Job number 4245249
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