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High calibre Paraplanner required for this Independent Financial Advisory firm based in London to join the Private Client team. Working closely with the Private Client Consultants with additional support from the Client Services Administrators, you will be required to prepare letters and technical reports from brief and / or client file information. As a Paraplanner, you will research products and funds to enable suitable providers to be selected for inclusion in a benefit / investment strategy, as well as reviewing and commenting on the suitability of existing pension, investment and protection arrangements. You will act as a technical interface between the Consultant and the Client.
To be considered, applicants will have previous experience in a Paraplanner role, ideally with a specialisation in the Pensions arena. You will have successfully attained the Certificate in Financial Planning (or equivalent) and will be progressing towards the Diploma in Financial Planning (JO1 - JO8) or Regulated Diploma in Financial Planning (RO1 - RO6). Salary on offer is between £32,000 - £35,000 dependent on level of experience.