Paraplanner

Paraplanner (Client Services Technical Team)

City of London (Fenchurch Street) 

Monday to Thursday office & Friday work from home 

Salary to £32,000 + bonus Annual Earnings £37,000 to £40,000 

The Person 

You're already working as a trainee financial planner or paraplanner with a pension, investment, or wealth management firm, which means you will understand how to: 

Write suitability reports 
Practical knowledge of financial planning, pensions and investments.
Proficiency in MS Office (Word, Excel, PowerPoint, etc.)
Excellent communication skills (spoken and written), including customer service
Experience with CRM systems and strong technology skills
Although not essential, experience working with industry-known tools such as Dynamic Planner, SelectAPension, etc, would be an advantage
Self-motivated, a self-starter and hard-working
Adaptable and receptive to feedback
Enthusiasm to grow with business in an ambitious company
Good financial and mathematical literacy 

The Company 

You'll work as part of the Client Services Technical Team, so plenty of people can help you when needed. It's a friendly, fun team where you will be encouraged to learn, grow and develop your knowledge, skills and qualifications. 

Based in London City, the Tower of London and Fenchurch tube lines are only a 3-- to 4-minute walk from the office. 

This is a growing independent financial services company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice. Their services cover financial planning, wealth management, and Listed Bond ISAs. 

To qualify for this position, you will need the following as a minimum:

Practical knowledge of financial planning, pensions and investments
Experienced in writing suitability reports 
Proficiency in MS Office (Word, Excel, PowerPoint, etc.)

How to Apply

Please make sure you meet the qualifying criteria above before applying.

If your application is successful, we will want you to provide further details as follows:

Give examples that match your skills and experience as stated in the advert.
A few lines: "Why are you a good fit for this position?