We are currently recruiting for a Financial Planning practice in Teddington who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, FE Analytics, Genovo report writing software and cashflow modelling software.
The paraplanners work with advisers assisting them with research, client facing work and preparing suitability reports. The administration team look after new business processing and managing annual reviews.
They are based in Hillingdon and therefore, if someone doesn’t live locally, they would need to be a car driver. They are looking for someone who is happy to be office based and they would consider a Hybrid model after a period of time, with a maximum of 2 days working at home.
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Paraplanner - Teddington • Teddington, GB
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