Paraplanner in City of London

Reward Recruitment is looking for an Paraplanner in City of London

Job description

Senior Paraplanner

London

£50,000 to £60,000 plus benefits and bonus (following successful completion of your training period, hybrid working is available)

A national Wealth Management firm have an immediate requirement for an experienced Senior Paraplanner, to work from their Central London office.

Main duties and responsibilities include:

Prepare Financial Plans, Suitability Reports and Letters.
Cash flow modelling and forecasting.
Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, EIS, VCT, IHT and Protection, along with a good understanding of FCA regulations and FCA products.

Requirements:

You will hold the Diploma Level Four qualification.
Good understanding of the financial planning process and associated compliance aspects.
Experience of report writing and conducting investment and product market research.
Technically proficient across all areas of financial planning, especially pensions.
Ability to use technical financial planning tools, financial modelling and back-office software.

To Apply:

Please send your CV to sj@rewardrecruitment.co.uk or call Stuart on 07747 782934

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