CII DipPFS qualified Paraplanner - Possible signing on bonus

REQUIRED EXPERIENCE

PLEASE NOTE - There are three roles of which two offer a signing on bonus (payable after completing probation).

We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.

The role will report to the Paraplanner Manager and the key areas of responsibility are as follows:

• Analyse client information and existing investments/policies
• Tax calculations
• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
• Write suitability reports for cases of varying complexity
• Run cashflow models for clients
• Be a point of contact for technical queries for CS and advisers
• Communicating with clients on research and report time scales
• Attend client meetings where required
• Helping to train other members of the team
• Potentially getting involved in some project work to further improve our systems and processes
• Leading Pod meetings
• Undertake peer reviews for the paraplanning team

CANDIDATE PROFILE

The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.

They will:

• Demonstrate a strong technical knowledge and understanding of all financial products
• Hold the CII Level 4 diploma in regulated financial planning, and ideally working towards Chartered status
• Have a minimum of 4-4 years' experience within a paraplanning role
• Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
• Have a good attention to detail
• Be a good team player
• Excellent communication skills, both verbally and in writing
• Be comfortable with working in a fast-paced environment
• Be organised and able to manage a busy workload

HYBRID WORKING

We are looking for someone to work from our North London office, and offer hybrid working, which includes a minimum of 3 days in the office, with the remainder at home

BENEFITS SUMMARY

a performance-related quarterly bonus scheme, along with a comprehensive benefits package, including:

• 28 days' holiday (plus bank holidays)
• Life assurance and income protection
• Pension scheme
• Access to our flexible benefits platform