Job Opportunity

Experienced Paraplanner for B Corp registered Fund Manager, London

Chartered/Advance Diploma qualified Senior Paraplanner

• 57K GBP
• England, London
• Senior level, Full time & permanent
• Chartered/Advance Diploma qualified
• 2-4+ years experience required
• Discretionary bonus + Many extra’s

DO NOT APPLY IF YOU DO NOT LIVE IN UK, PREFERABLY NEAR OR IN LONDON. YOUR APPLICATION WILL BE REJECTED IMMEDIATELY WHEN THIS REQUIREMENT IS NOT MET.

Background

A highly regarded and growing B Corp registered Fund Manager require a Senior Paraplanner. Working alongside senior members of the business you must be technically competent across various products such as pensions, investments, IHT, ECG and Estate planning. You will play a pivotal role to the business. Working collaborative your recommendations and experience will be highly respected. You will be expected to work closely with advisers, attend client meetings and build relationships with clients.

Only Chartered Paraplanners or someone working towards advanced diploma in Financial Planning should apply

This job is an amazing opportunity to further enhance your career in financial planning. This is your next level and next step to take when you are ambitious and dedicated.

The difference you will make.

The Role

Responsible for the day-to-day paraplanning analysis and problem solving activities . These could include suitability reports and client portfolio reviews.

Requirements

• In-depth understanding of financial planning and the investment arena.
• Up to date with relevant product, legislative or technical changes
• Deliver analysis of services, maintain sound risk management & compliance practices.
• Be confident delivering customer service to clients and consultants.
• Handel day to day queries relating to new and existing business.
• Establish close working relationships with all areas of your internal team area (e.g Team Head, Consultants, Administration and other Technical Consultants in the business).

What you bring to the table.

Skills & Professional qualifications

• Minimum 24 months in a dedicated paraplanning role.
• Ideally chartered or working towards advanced diploma
• Ability to present and write technical papers
• Experience of FE Analytics, Excel, Selectapension, Defaqto and Voyant.

Core accountabilities

• Prepare robust suitability letters for all areas of financial planning
• Adhere to compliance and regulatory requirements
• Client portfolio reviews including investment analysis
• Maintain all records (electronic and paper) in line with procedures
• Liaise with Administration to ensure smooth processing of new business
• Attend client/product provider meetings, where appropriate

Risk and change management Responsibilities

• Maintain training and competency
• Full engagement with compliance ensuring adherence to regulatory/governance requirements
• Manage reputational risk and in particular covering ongoing Know Your Customer and Money Laundering responsibilities
• Embrace Change Management and Project activities across business functions

Whats in it for you.

The role is a full-time position based at our office near Monument in London with a salary of 50K + discretionary bonus. Other benefits include:

• Salary of £57K + discretionary bonus
• Full-time, Office based near Monument in London,
• 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

For more information about our wide range of benefits and family friendly policies, you are more than welcome for a coffee for us to explain further.