Paralannner

KFS Recruitment

Posted 2 days ago, valid for a month

London, Greater London N8 7HR, England

Full Time

Employee Assistance

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Sonic Summary

A well-established IFA practice is seeking to expand its team of Paraplanners to aid in creating detailed financial plans and reports for clients.
Candidates should possess expert analytical skills and attention to detail, with responsibilities including conducting research, preparing reports, and supporting client meetings.
The organization values investment in its employees, offering a supportive work environment and a bespoke career development plan.
The position requires a minimum of 3 years of relevant experience and offers a salary range of £35,000 to £45,000, depending on experience.
Additional benefits include hybrid working, a 4% matched pension, 25 days holiday, and various health and wellness programs.

Well established, highly professional IFA practice is looking to grow their team of Paraplanners who contribute to the creation of detailed financial plans and reports that assist clients in navigating their financial futures. Expert analytical skills and attention to detail play a vital role in our excellence of client service.

Key responsibilities include:-

• Conducting in-depth research and analysis;• Preparing suitability reports and plans;• Supporting Advisers with client meetings;• Imparting expert knowledge on technical queries• Maintaining and managing compliance and regulatory requirements.

This organisation strongly believes in investing in their people. They offer a supportive and dynamic work environment where skills and expertise are valued and rewarded. Being a valued part of the team means you will benefit not just from a career development plan bespoke to you, but you will also enjoy many quality company benefits including: -

• Hybrid working arrangements• 4% matched pension;• Death in Service;• Income Protection;• Health Cash Plan;• Cycle to Work Scheme;• Employee Assistance Programmes;• Optional Influenza Vaccination• 25 days holiday (rising by one day each year following five complete years of service, until 30 days holiday is achieved).• Additional Birthday Day Off• Discounted Health Testing

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Paralannner

Financial Planner

Financial Planner

Financial Planner