Hybrid Paraplanner – London with Study Support

Financial Divisions; London; Hybrid; GBP 45,000 - 50,000; Full time

Benefits offered by this job

25 days holiday plus study leave

Financial support for studies

Discretionary bonuses

Job summary

A leading financial advisory firm is seeking a Paraplanner to work in their City of London offices. The role offers a £45k basic salary plus discretionary bonuses, along with full study support towards Chartered status. Suitable candidates will have a Level 4 diploma and 18 months of paraplanning experience. The firm prioritizes a supportive work environment and offers the possibility of remote work after an initial period.

Qualifications

• 18 months of paraplanning experience required.
• Experience in compiling advice with advisers.
• Strong communication skills needed.

Responsibilities

• End-to-end report writing for client advice.
• Assist in annual reviews and client meetings.
• Support from a dedicated Practice Manager and experienced administrators.

Skills

Report writing

Cashflow modeling

Client communication

Education

Level 4 diploma

Job description

A leading financial advisory firm is seeking a Paraplanner to work in their City of London offices. The role offers a £45k basic salary plus discretionary bonuses, along with full study support towards Chartered status. Suitable candidates will have a Level 4 diploma and 18 months of paraplanning experience. The firm prioritizes a supportive work environment and offers the possibility of remote work after an initial period.