Paraplanner

Paraplanner (Client Services Technical Team)
City of London (Fenchurch Street)
Monday to Thursday office & Friday work from home
Salary to GBP32,000 + bonus Annual Earnings GBP37,000 to GBP40,000
The Person
You're already working as a trainee financial planner or paraplanner with a pension, investment, or wealth management firm, which means you will understand how to:
write suitability reports Practical knowledge of financial planning, pensions and investments. Proficiency in MS Office (Word, Excel, PowerPoint, etc.) Excellent communication skills (spoken and written), including customer service Experience with CRM systems and strong technology skills Although not essential, experience working with industry–known tools such as Dynamic Planner, SelectAPension etc, would be an advantage Self–motivated, a self–starter and hard–working Adaptable and receptive to feedback Enthusiasm to grow with business in an ambitious company Good financial and mathematical literacy The Company
You'll work as part of the Client Services Technical Team, so plenty of people can help you when needed. It's a friendly, fun team where you will be encouraged to learn, grow and develop your knowledge, skills and qualifications.
Based in London City, the Tower of London & Fenchurch tube lines are only a 3–to–4–minute walk to the office.
This is a growing independent financial services company with circa 25 staff that offers a combination of clever technologies, market–leading products, and straightforward personal advice. Their services cover financial planning, wealth management, and Listed Bond ISAs.
How to Apply
Please call Jon D'Costa on (phone number removed) or (phone number removed) or look me up on LinkedIn and message me there. I appreciate your cv may not be up to date so don't let that hold you back, you can hit the Apply button and send me whatever you have. Everyone will get a response.