Paraplanner

Resource Matters Ltd

Posted 9 hours ago, valid for 23 days

London, Greater London EC2V 7WS, England

Full Time

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Sonic Summary

Our IFA client is looking for a Paraplanner for their London office due to growth, offering a hybrid working arrangement of 2 days a week at home.
The role involves providing research and advice to advisers, including recommendations and strategy reports, while ensuring client considerations are met.
Candidates should have paraplanning experience within an IFA or broad restricted firm and must hold a level 4 diploma in financial planning.
A proven record in conducting research and writing quality recommendation reports is essential, along with knowledge in pre and post-retirement, pension transfers, investments, and taxation.
The salary is competitive and dependent on experience, accompanied by a range of employee benefits.

The Role

Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home).

To ensure the advice you provide is considerate to the client and appropriate.
You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports.
To successfully deliver high level, complex reports.

The Candidate

Paraplanning experience within an IFA or broad restricted firm
Holds level 4 diploma in financial planning
A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs.
Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation
Knowledge and experience with research tools & cashflow modelling.

The Rewards

The salary will be dependent on experience and very completive.
A range of employee benefits

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Paraplanner

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Financial Planner

Financial Planner