At a Glance
- Tasks: Support Financial Advisers by producing reports and conducting technical research.
- Company: Join an award-winning IFA firm with a strong reputation for client outcomes.
- Benefits: Competitive salary up to £50,000 and a supportive team environment.
- Other info: Enjoy a collaborative culture and opportunities for professional growth.
- Why this job: Make a real impact in financial planning while developing your career.
- Qualifications: Experience as a Paraplanner and strong technical skills required.
The predicted salary is between 50000 - 50000 £ per year.
Salary: Up to £50,000 (depending on experience)
Location: Barnet
Job Type: Full-time, Permanent
Are you an experienced Paraplanner looking to join an award-winning Independent Financial Advice (IFA) firm where your contribution is genuinely valued? Our client is a growing, forward-thinking financial planning practice based in Barnet with ambitious plans for the future. They have built an outstanding reputation for delivering exceptional client outcomes and are now looking to appoint a technically strong Paraplanner to support their continued growth.
This is an excellent opportunity to join a supportive, collaborative and close-knit team where culture is just as important as technical ability. As a smaller firm, you'll gain exposure to a wide variety of financial planning work, work closely with experienced advisers and senior colleagues, and have the opportunity to develop your career in an environment that genuinely invests in its people.
The Role
Working alongside Financial Advisers, you'll play a key role in delivering high-quality financial planning advice by producing suitability reports, undertaking technical research and supporting the end-to-end advice process.
Key responsibilities include:
- Preparing suitability reports
- Undertaking technical research
- Supporting the end-to-end advice process
