Senior Paraplanner
other jobs Eden Rose
Added before 8 Days
- England,London,City of London
- Full Time, Permanent
- £50,000 - £65,000 per annum
Job Description:
Full job descriptionSenior Paraplanner
Central London (EC3V)
Hybrid Working
£50,000 - £65,000 DOE
12-Month Fixed-Term Contract with Potential for Permanent Opportunity
Are you an experienced Paraplanner looking for a role where your technical expertise will be valued and your career can progress towards a Senior Paraplanner position?
We are working with a well-established wealth management firm in the City of London that is seeking an experienced Diploma-qualified Paraplanner to join their support team. Initially offered on a 12-month fixed-term contract, this opportunity has strong potential to become permanent for the right individual.
This is an ideal position for a career Paraplanner who enjoys the technical side of financial planning and thrives in a report-writing focused environment.
The Role
As part of an established paraplanning team, you will play a key role in supporting advisers through the production of high-quality suitability reports and technical analysis.
This is a non-client-facing position and is heavily focused on technical report writing rather than attending client meetings.
Key responsibilities include:
*Producing detailed suitability reports across a range of financial planning areas
*Preparing recommendations involving pensions, investments and protection planning
*Writing high-quality Pension Switch and Investment Bond reports
*Conducting technical research and analysis
*Supporting advisers with complex financial planning cases
*Maintaining accuracy and regulatory compliance across all documentation
*Contributing to the development and ongoing success of the paraplanning function
There is also an opportunity to establish yourself as a senior figure within the team and challenge for a future Senior Paraplanner position.
About You
To be considered, you will have:
*Level 4 Diploma in Regulated Financial Planning (essential)
*Minimum 5 years’ paraplanning experience
*Strong suitability report writing experience
*Proven experience producing Pension Switch and Investment Bond reports
*Excellent technical knowledge across pensions and investments
*Strong attention to detail and analytical skills
*A desire to remain within paraplanning for the foreseeable future
What’s on Offer?*Salary of £50,000 - £65,000 depending on experience
*Hybrid working arrangement
*Central London (EC3V) office location
*Opportunity to join an established and growing wealth management business
*Scope to develop into a Senior Paraplanner role
*Strong possibility of a permanent position following the initial contract term
If you are an experienced Diploma-qualified Paraplanner seeking a technical, report-writing focused role within a supportive wealth management environment, we’d be keen to hear from you.
Apply today or contact us for a confidential discussion.
Central London (EC3V)
Hybrid Working
£50,000 - £65,000 DOE
12-Month Fixed-Term Contract with Potential for Permanent Opportunity
Are you an experienced Paraplanner looking for a role where your technical expertise will be valued and your career can progress towards a Senior Paraplanner position?
We are working with a well-established wealth management firm in the City of London that is seeking an experienced Diploma-qualified Paraplanner to join their support team. Initially offered on a 12-month fixed-term contract, this opportunity has strong potential to become permanent for the right individual.
This is an ideal position for a career Paraplanner who enjoys the technical side of financial planning and thrives in a report-writing focused environment.
The Role
As part of an established paraplanning team, you will play a key role in supporting advisers through the production of high-quality suitability reports and technical analysis.
This is a non-client-facing position and is heavily focused on technical report writing rather than attending client meetings.
Key responsibilities include:
*Producing detailed suitability reports across a range of financial planning areas
*Preparing recommendations involving pensions, investments and protection planning
*Writing high-quality Pension Switch and Investment Bond reports
*Conducting technical research and analysis
*Supporting advisers with complex financial planning cases
*Maintaining accuracy and regulatory compliance across all documentation
*Contributing to the development and ongoing success of the paraplanning function
There is also an opportunity to establish yourself as a senior figure within the team and challenge for a future Senior Paraplanner position.
About You
To be considered, you will have:
*Level 4 Diploma in Regulated Financial Planning (essential)
*Minimum 5 years’ paraplanning experience
*Strong suitability report writing experience
*Proven experience producing Pension Switch and Investment Bond reports
*Excellent technical knowledge across pensions and investments
*Strong attention to detail and analytical skills
*A desire to remain within paraplanning for the foreseeable future
What’s on Offer?*Salary of £50,000 - £65,000 depending on experience
*Hybrid working arrangement
*Central London (EC3V) office location
*Opportunity to join an established and growing wealth management business
*Scope to develop into a Senior Paraplanner role
*Strong possibility of a permanent position following the initial contract term
If you are an experienced Diploma-qualified Paraplanner seeking a technical, report-writing focused role within a supportive wealth management environment, we’d be keen to hear from you.
Apply today or contact us for a confidential discussion.
Job number 4254439
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