Overview
Job Title: Paraplanner
Location – Harrow, London
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:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
- 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:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Undertaking research using their in-house investment panel
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- 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.