Overview
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
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Investment Planning and Financial Management
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Pension Planning pre and post retirement
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Trusts and IHT Estate Planning
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Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
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Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
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Undertaking research using their in-house investment panel
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Proficiency with Microsoft Word, Excel and Outlook is crucial
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Drafting suitability reports
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active
roles at the moment that may be more suitable.