Paraplanner

  • City of London
  • Capio Recruitment Limited

Job Title: Paraplanner

Location: London

Salary: £50,000 + discretionary bonus and benefits package

About the firm

Our client is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. They are a Certified B Corporation, an internationally recognised standard for companiesthat believe in business as a force for good. They are also an employee-owned business who's long-term plan is to remain majority staff-owned, ensuring that their commercial interests remain fully aligned with those of their clients.

About the role

This is a fantastic opportunity for an experienced Paraplanner advance their career and join a successful, driven and diverse firm in their key period of expansion. This is a role where you will work in a positive environment within a very close knit teamof industry professionals.

Purpose of the role

We are looking for someone who has previous experience as a Paraplanner within an IFA firm who will be responsible for the day-to-day paraplanning analysis and problem solving activities of the business, including the provision of suitability reports andclient portfolio reviews as required to deliver robust performance.

Role requirements

  • You will have an in-depth understanding of financial planning and the investment arena and keep up to date with all relevant product, legislative or technical changes pertinent to the role.
  • To deliver exceptional analysis of services available to clients whilst maintaining sound risk management and compliance practices.
  • Deliver confident customer service to clients and consultants, handling day to day queries relating to new and existing business.
  • To establish close working relationships with all areas of your internal team area (e.g with Team Head, other Consultants, Administration and other Technical Consultants in the business).
  • Be a strong team player who continuously improves their skills, experience and qualifications.

What is on offer?

This role is a full-time position based in Central London with a salary of c£50K + discretionary bonus. Other benefits include:

  • 25 days annual leave
  • Auto enrolled into the company pension scheme after three months employment - matched employer contributions up to 6% of salary
  • GLA (4 x Salary) & GIP (75% of Salary)
  • Opportunity to join company share scheme after a year’s employment
  • Cycle to Work Scheme
  • Flexible/Hybrid Working Policy
Apply now

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