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Paraplanner
Location: Finchley, North London
Salary: £40,000 + Excellent Benefits

Full-time | Hybrid/Flexible Working

Benefits include:

* 2 or 3 days a week in the office

* 4% matched pension

* Health Cash Plan

* Death In Service

* Income protection (terms apply).

* Cycle to work scheme

* EAPs

* Company events

* Breakfast supplies

A mid-sized Financial Planning practice in North London are hiring across a number of their teams in a period of growth. They look after individual and corporate clients and are seeking a detail-orientated Paraplanner to join their team.

As a Paraplanner, you will be responsible for supporting one or more Financial Advisers by managing advice processes in a compliant and efficient manner. Your key responsibilities will include:

* Assisting with client meeting preparation, attending these as required

* Undertaking research into products

* Writing suitability reports across Pensions, Investments, Protection, Equity Release

* Cash flow modelling

* Manage new business cases and submissions

* Monitor new business pipeline

* Fund switches & withdrawals

* Utilising Voyant, SelectaPension, FE Analytics and more

* Building strong relationships with Advisers, clients, and providers.

We are looking for someone who:

* Has experience in paraplanning or a similar role within financial services.

* Is Level 4 Diploma qualified (or close to completion!)

* Has a good understanding of financial products, investment strategies, and regulatory requirements.

* Can build strong relationships with clients, advisers, and providers.

If you are an experienced Paraplanner looking for a new challenge, we would love to hear from you