Paraplanner
For trainee candidates , the shift will be working 4 days a week and Friday for studying.
What we are looking for:
- Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
- Possess 1 year of paraplanning experience
- Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
- Strong understanding of paraplanning processes and financial planning concepts
- Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
- Level 4 Diploma in Financial Planning (CII) or actively working towards completion
- Experience liaising with product providers and platforms to gather necessary data
What’s on offer:
- Competitive salary
- Annual discretionary bonus
- Company pension scheme
- Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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