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Financial Services

London

09/05/2022

Type of Position: Paraplanner
Pay: £35k - £40k

Paraplanner - London

Our client is looking for a results-orientated, hard-working individual with Paraplanning experience to join their rapidly growing and high-impact entrepreneurial business with offices in central London, Horsham, County Durham, and Scunthorpe.

Due to their ongoing success, we have an opportunity for an Paraplanner to join our client’s team in their London office. This is an exciting role working within the Financial Planning arm within a multidisciplinary professional services group which currently includes a National Chartered Accountancy firm, Legal practices, and Business.

Joining their team will allow you to work on all aspects of the financial planning process, take on varied responsibilities and be empowered beyond your job title.

Their working environment is friendly, supportive, and collaborative, and have a strong development and coaching culture to enable you to develop the technical and soft skills to enable your success, achieve your own goals, and take on further responsibilities.

They are offering a varied role, providing support to a holistic financial planner, including estate and succession planning, pensions, investments, and tax-efficient products, also offering the opportunity to build cash flow models, undertake technical analysis, write reports, and provide first-class support for their clients.

Our client would also consider a part-time paraplanner.

 

The role requires the ability to:

  • Plan, organise and prioritise
  • Interpret, use, and evaluate numerical and graphical data
  • Write concise, understandable reports and meeting documentation
  • Work with initiative and respond to a variety of enquiries
  • Undertake analytical and research
  • Ability to interact with clients in a confident, positive, and professional manner
     

Essential Requirements

Minimum two years’ experience within an IFA environment
 

Desired Skills

  • Some experience working with DB Pension Transfers would be beneficial.
  • Microsoft Office, including intermediary Excel
  • Knowledge and use Of Salesforce as a CRM platform.
     

Benefits

  • Hybrid working 2 days from Home
  • Company Pension Scheme
  • 25 days holiday + bank holiday
  • Core hours: 9am-5.00
  • Financial support for professional exams
     

If you would like to apply for this great opportunity then please email your CV to natalie@artemisrecruitment.co.uk 

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