Job Title: Paraplanner
Location: West London
Salary: £35k-£40k
We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors.
Paraplanner Duties;
- Provide an effective and efficient support service to the department and dedicated financial planners.
- Technical work such as cash flow modelling, and pension analysis
- Serving as the client’s point of contact and overseeing workflows to ensure the services are supplied promptly
- Preparing client valuations and review packs
- Using back office technology to guarantee complete and accurate client records
Experience required for an Paraplanner to come on board;
- At least 12 months experience as a paraplanner in an IFA/wealth management firm (this is not a trainee role)
- Ideally be level 4 diploma qualified or working towards it
- Confidence when liaising with clients and producing documentation
- Strong communication and IT skills
Benefits of becoming an Paraplanner;
- £35-40k starting salary
- Hybrid working after training period
- Potential to progress into a Financial Advisor in future
If you are a Paraplanner and are interested then please apply.
Job Category: Administration and Back Office Financial Advisor
Job Type: Full Time
Job Location: London South East