Paraplanner Permanent

Paraplanner – Financial Services – City of London / Hybrid Working – £32k-£40k (DoE) + bonus

We are recruiting for a successful City based financial organisation who are looking for an experienced Paraplanner to join their fabulous team as soon as possible.

Ideal candidates will have solid Paraplanning experience, with exposure to report writing and utilising systems for cashflow modelling and fund performance analysis; you may have started / completed your qualifications, although our client is happy to consider experienced candidates who have yet to start their exams – they’ll even support you to achieve your qualifications.

What’s on offer:

* Competitive salary (£32k – £40k)

* Discretionary bonus

* Benefits package

* Hybrid working

* A great work environment where you are genuinely support to further your career

* Long term prospects to progress into an IFA role if desired

* Standard hours of 9.30am-5.30pm

What we’re looking for:

* Bachelor’s degree in a finance related subject (or equivalent)

* Previous experience as a Paraplanner

* Experienced in report writing and utilising systems for cashflow modelling and fund performance analysis

* PC literate

* Confident communication skills

* Fluent English (spoken and written)

* Flexible, hardworking nature

* Professional attitude

Duties you will undertake in this Paraplanner role will include:

* Supporting Financial / Wealth Planners who provide expert guidance to clients

* Chasing providers

* Liaising with and meeting & greeting clients

* Producing reports and documentation

* Utilising systems to for cashflow modelling and analysing fund performance
And more!

Interested in this Paraplanner role?

If you’re looking for a new Paraplanner role and have the skills and experience we’re looking for, then don’t delay – submit your CV NOW, quoting ‘AE- Paraplanner