Paraplanner - Harrow

Basic £25000 to £40000 - Financial Planning - Financial Services
Ref: 217 Date Posted: Monday 13 Sep 2021
LinkedIn ShareShare

Job Title: Paraplanner
Location: Harrow, Middlesex
Earnings: Employed with Basic £25000 to £40,000 based on level of experience

When is the position available?
We are actively looking for people now.

The Opportunity:

An experienced technical paraplanner to join a financial planning firm that provides advice on pensions, investments, life insurance, mortgages, and business protection.

The paraplanner will provide high-quality technical analytical and sales support to the Financial Planners of the business. The paraplanner will be responsible for processing and monitoring complex business, both new and existing.

You will be part of a supportive team, enabling you to complete your work to a high standard.

In order to be considered, candidates must have:

  • Level 4 Diploma qualified
  • Strong pensions and Investments knowledge
  • Previous experience working at an IFA practice
  • 2-3 years experience in researching and writing technical suitability reports
  • Intelligent office experience

What Next?
Please click 'apply now. Or get in touch with Jon D'Costa