Paraplanner
| Dyddiad hysbysebu: | 04 Rhagfyr 2025 |
|---|---|
| Cyflog: | £33,000 i £40,000 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 03 Ionawr 2026 |
| Lleoliad: | SE1 2FB |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Talent Finder |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | PJUFT-003-22254 |
Crynodeb
Paraplanner | London | Full Time | £33,000-£40,000 per annum
Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning.
What’s in it for you?
• Training and support to expand your paraplanning and compliance skills
• Exposure to a wide range of financial planning areas: pensions, investments, protection, and more
• A supportive and collaborative London-based team environment
Are you the right person for the job?
• Previous paraplanning experience (or experience in financial services) is preferred
• Strong communication skills and a proactive attitude
• Excellent attention to detail and organisational abilities
• Ability to work effectively both independently and as part of a team
• Proficiency in Microsoft Office, particularly Excel and Word
What will your role look like?
• Supporting advisers with research, report preparation, and documentation
• Assisting the management team with compliance administration and regulatory record-keeping
• Preparing suitability reports, pension reviews, and investment proposals
• Maintaining accurate client records and ensuring compliance with FCA regulations
• Collaborating with team members on ad-hoc projects and initiatives
What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!
Your data will be handled in line with GDPR