Paraplanner - London

Salary to £32,000 + bonus Annual Earnings £37,000 to £40,000 - Financial Planning
Ref: 250 Date Posted: Sunday 21 Apr 2024

Paraplanner (Client Services Technical Team)
City of London (Fenchurch Street) 
Monday to Thursday office & Friday work from home 
Salary to £32,000 + bonus Annual Earnings £37,000 to £40,000 

The Person 

You're already working as a trainee financial planner or paraplanner with a pension, investment, or wealth management firm, which means you will understand how to: 

  • write suitability reports 
  • Practical knowledge of financial planning, pensions and investments.
  • Proficiency in MS Office (Word, Excel, PowerPoint, etc.)
  • Excellent communication skills (spoken and written), including customer service
  • Experience with CRM systems and strong technology skills
  • Although not essential, experience working with industry-known tools such as Dynamic Planner, SelectAPension, etc, would be an advantage
  • Self-motivated, a self-starter and hard-working
  • Adaptable and receptive to feedback
  • Enthusiasm to grow with business in an ambitious company
  • Good financial and mathematical literacy 

The Company 

You'll work as part of the Client Services Technical Team, so plenty of people can help you when needed. It's a friendly, fun team where you will be encouraged to learn, grow and develop your knowledge, skills and qualifications. 

Based in London City, the Tower of London and Fenchurch tube lines are only a 3-- to 4-minute walk from the office. 

This is a growing independent financial services company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice. Their services cover financial planning, wealth management, and Listed Bond ISAs. 

How to Apply  

Please call Jon D'Costa on 01452 526100 or 07884 444183 or look me up on LinkedIn and message me there. I appreciate your cv may not be up to date so don't let that hold you back, you can hit the Apply button and send me whatever you have. Everyone will get a response.