We are seeking a skilled andCII diploma qualifiedParaplanner 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 doNOTapply 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:
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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