Paraplanner

Elevate Your Career as a Hybrid Paraplanner/Administrator with a Boutique IFA Firm

Are you a detail-oriented professional with experience writing suitability reports, ready to make a significant impact within a small, dedicated team? Do you have a passion for delivering top-tier financial planning support? Join our clients prestigious Chartered Financial Planning Practice in South West London, where you’ll provide crucial Paraplanning and Administrative support to a Senior Partner with over 35 years of industry experience.

Why Join Our Team?

• Work Closely with Experts: You'll be directly supporting one of our Senior Partners, a seasoned Chartered Financial Planner, ensuring their time is effectively managed and their clients receive exceptional service.
• Boutique Environment: As part of a small, close-knit team, your role will be pivotal in shaping the future of our clients' financial success, offering a highly personalized service that sets us apart from larger firms.

Key Responsibilities:

• Diary Management: Efficiently coordinate client appointments, meetings, and reviews for the Senior Partner.
• Client Relations: Serve as the first point of contact for clients, nurturing strong relationships and ensuring seamless communication.
• Stakeholder Liaison: Work closely with insurance companies, investment providers, and other third parties to ensure smooth operations.
• Precise Administration: Handle client documentation meticulously, maintaining compliance with FCA regulations.
• Technical Support: Provide high-quality analytical assistance, including suitability report writing and client annual review preparation.
• Onboarding: Accurately process new client applications and manage all associated paperwork.
• Tax Year Planning: Assist with end-of-year tax planning using sophisticated platform tools.
• Financial Modeling: Create and update cash flow models using Voyant, and conduct performance analysis with FE Analytics.
• Business Development: Support marketing initiatives to grow the business and enhance client engagement.

What We’re Looking For:

• Level 4 Diploma in Financial Planning or equivalent qualification.
• Proven experience in writing suitability reports and delivering high-level administrative support.
• Strong understanding of pensions, investments, and insurance bonds.
• Tech-savvy, with proficiency in Microsoft Office Suite (Word, Excel, SharePoint, Outlook, Teams) and CRM systems.
• Exceptional organizational skills with a meticulous attention to detail and a professional ethic.

What We Offer:

• Competitive Salary: Up to £55,000 per annum, depending on experience.
• Comprehensive Benefits: Including pension scheme, private healthcare, and opportunities for professional development.