Paraplanner - Circa £50,000 + benefits and discretionary bonus - Ref: LT14104

Our client, an integrated Investment Management and Financial Planning company, based in the City, is seeking a Level 4 qualified Paraplanner to provide suitability reports and client portfolio reviews.

Roles & Responsibilities

  • Prepare robust suitability letters

  • Client portfolio reviews including investment analysis

  • Maintain all records, both electronic and paper

  • Liaise with the administration team to ensure smooth processing of new business

  • Attend client/product provider meetings, where appropriate

Experience & Qualifications

  • Ideally level 4 Diploma qualified (CII or CISI)

  • At least 24 months’ experience within a dedicated paraplanning role, working within a financial planning environment (consultancy, IFA or insurance company)

  • Experience of FE Analytics, Selectapension, Defaqto and Voyant

  • Excellent writing and communication skills

To hear more about this exciting opportunity, please call Linda Tottem on 020 7847 8876 or email your CV to http://linda@meredithbrown.com

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.