PARAPLANNER ( Client facing with an opportunity to move into Advice), North London, c £45k, hybrid - Financial Divisions : Job Details

Hybrid working, Bonus structure, competitive pension, study to complete Chartered status, future career development, extensive holiday allowance

My Client, an award-winning North London independent Financial Planning firm where the team takes pride in providing a comprehensive financial planning service to both Private Clients and Corporates.

Opportunity Highlights

** Excellent opportunity for a CII Level 4 Diploma Qualified Senior Paraplanner with 2 years paraplanning experience.

** Full Paraplanning Opportunity working extremely closely with an experienced well established and respected Adviser within the local community.

** Structured career path with an opportunity to move into Advice with excellent mentoring and support

** Opportunity to attend Client meetings alongside the financial planner to provide support in advising the clients

** Work collaboratively with the financial planner and compliance team constructing high-quality financial plans for clients

** Responsible for full analysis of a Client’s needs, researching solutions and writing compliant and suitable recommendations for all clients

** Review client information from fact finds, meeting notes and existing records

** Undertake relevant research and collate supporting documentation and application paperwork for the advice.

** Preparation of lifetime cashflow modelling to develop the client’s holistic financial plan.

If you are looking to join a dynamic and progressive team, send your cv to Camilla Howden at Financial Divisions.