Paraplanner

We are seeking a skilled and CII diploma qualified Paraplanner to join our successful and growing practice.
(Those who have experience on the job of at least 1 year and who are close to being diploma qualified may also apply)
This means you must already have 2-3 RO exams under your belt. Please do NOT apply if you do not fit this description.
The ideal candidate will support our financial advisers advisers in delivering high-quality advice and services to the companys clients.
Pay: £30,000.00-£45,000.00 per year
Additional pay:
Performance bonus
Yearly bonus
Benefits:
Company pension
Life insurance
Modern office setting
Local office In High Barnet (main place of work) with occasional work at the companies city office and various events
Quality meeting rooms for staff and clients
Top IT systems
Growth opportunities
Relaxed and highly friendly atmosphere
Safe work environment
Duties
- Assist in preparing financial plans and reports for clients
- Liaise with clients and their ceding schemes to gather necessary information to fulfil their goals and solutions.
- Work with other administrative members.
- Analyse client data and financial statements
- Utilise IT tools, including Voyant, FE analytics, Salesforce, Excel, to assist in financial solution building.
Skills
- Strong analytical skills to evaluate financial information
- Excellent time management abilities to meet deadlines
- Outstanding communication skills to interact with clients and colleagues effectively.
-Good at creating strong good bonds with their colleagues.
-Efficient worker always looking to improve our processes in a collegiate manner with our team.
-Energy, drive, enthusiasm and positive outlook are import in our successful but nurturing and supportive environment.
- Knowledge of financial planning principles and customer service best practices
Job Types: Full-time, Permanent
Schedule:
Monday to Friday
Ability to commute/relocate:
Barnet, Greater London: reliably commute or plan to relocate before starting work (required)
Application question(s):
Is your location within easy travelling distance of High Barnet office?
Do you have or are working towards the CII Diploma?
Experience:
Paraplanning: 1 year (required)
Licence/Certification:
CII Level 4 Diploma or working towards (required)

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