Paraplanner Location: Finchley, North London Salary: 40,000 + Excellent Benefits Full-time Hybrid/Flexible Working Benefits include: 2 or 3 days a week in the office 4% matched pension Health Cash Plan Death In Service Income protection (terms apply). Cycle to work scheme EAPs Company events Breakfast supplies A mid-sized Financial Planning practice in North London are hiring across a number of their teams in a period of growth. They look after individual and corporate clients and are seeking a detail-orientated Paraplanner to join their team. As a Paraplanner, you will be responsible for supporting one or more Financial Advisers by managing advice processes in a compliant and efficient manner. Your key responsibilities will include: Assisting with client meeting preparation, attending these as required Undertaking research into products Writing suitability reports across Pensions, Investments, Protection, Equity Release Cash flow modelling Manage new business cases and submissions Monitor new business pipeline Fund switches and withdrawals Utilising Voyant, SelectaPension, FE Analytics and more Building strong relationships with Advisers, clients, and providers. We are looking for someone who: Has experience in paraplanning or a similar role within financial services. Is Level 4 Diploma qualified (or close to completion!) Has a good understanding of financial products, investment strategies, and regulatory requirements. Can build strong relationships with clients, ..... full job details .....