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Junior Paraplanner / Technical Support | City of London | Up to £35k | R02 Essential

Location: CITY OF LONDON, LONDON, UNITED KINGDOM Salary: 30,000.00-35,000.00 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 10 months ago Reference: X3-218415

Junior Paraplanner | City of London | Salary up to £35k

The Opportunity

Reed Financial Services have partnered with a specialist wealth manager who is currently seeking a Junior Paraplanner to join their team in London. It is essential that you already hold R02 in order to be considered. 


The Client

The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension switch/transfers, bond surrenders, investment taxation and other general financial planning areas such as Inheritance Tax Planning and Lifetime Allowance Planning. The team are now looking for a junior paraplanner to join the business and support the paraplanning department.

The Role

Your main responsibilities will include:

  • Processing pension, investment, life assurance and mortgage applications
  • Chasing outstanding information
  • Answering inbound telephone calls
  • Dealing with insurance companies
  • Creating suitability reports, product research and generally assisting two financial advisers with admin/paraplanning tasks.

About You

You must have at least two years of recent experience working in a similar role within an IFA environment. It would be advantageous to have a working knowledge of Intelliflo. It will be expected that you have made good progress with the CII Level 4 Diploma in Regulated Financial Planning. A minimum of 3 R0 exams will be required to apply for this opportunity. It is essential that you already hold R02.

The right candidate will be given the opportunity to gain market qualifications and the chance for progression to Paraplanner and in time, Adviser.

What next?

Apply today to be considered for this opportunity. If suitable, Emma Goldsmith, our specialist consultant will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms

Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanner, para-planner, suitability, Senior Paraplanner, IFA Administrator, IFA Support, Financial Planning Administrator

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