Give us a call on 0117 379 0818

Paraplanner, London (BW-1181)

£40000 - £45000 plus benefits

We have a great opportunity to join a busy office of one of the country’s most well recognised Financial Planning brands. Based out of its Central London office, you will join a dynamic firm that will support you with further qualifications and career development.

The role comes with a competitive salary and range of employee benefits!

About You: 

Your Key Skills and Personal Attributes

  • A commercial awareness of the cost of writing new business and delivering advice.
  • Ability to demonstrate a high quality and valued service to advisers.
  • Comfortable working in a highly regulated environment
  • Desire to maintain a knowledge of the industry.
  • Excellent verbal and written communication skills.
  • Well organised, excellent telephone manner and able to prioritise.
  • Excellent knowledge of Microsoft Office e.g. Word, Excel, PowerPoint & Outlook.
  • Ability to multi-task, work to tight deadlines and remain calm and focused under pressure.
  • Highly numerate and analytical, able to solve problems.
  • Team player who can work independently and collaboratively with different teams.
  • Ability to follow processes & offer advice on where processes could be improved.
  • Solution orientated, self-motivated and able to work on own initiative.
  • Honesty, integrity and ability to maintain confidentiality.
  • Hard working and responsive to the need to deliver a high-quality support service.
  • Attention to detail and high standards of work

Experience/Qualifications:

  • Minimum Level 4 qualified, with a desire to work towards Level 6 Chartered status
  • Knowledge and experience of paraplanning pre and post retirement scenarios (including pension transfers), investments and taxation
  • Proven track record of conducting research and writing quality recommendation reports, that are client friendly and meet compliance requirements, for HNW clients
  • Knowledge and experience of SIPP providers permitted investments and specialist funds
  • Knowledge and experience of research tools such as Selectapension, AdvisaCenta, Assureweb, Defaqto, Trustnet, Analytics as well as Intelligent Office
  • Confident having challenging conversations with advisers and being able to influence
  • Knowledge and experience of more complicated advice such as Defined Benefit pension transfers and structured investments
  • Experience of producing strategy reports
  • Track record of developing relationships with providers and leveraging these when required
  • Able to assist with training and coaching of junior members of staff where necessary
Location: 
London
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
BW-1181