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Our client, a leading IFA practice are seeking a Paraplanner to join them on a full-time, permanent basis.
Due to growth our client is looking to add a Paraplanner to their team, where you will be required to provide a high level of technical support to a team of Financial Advisors, ensuring a high level of accuracy and attention to detail is maintained in your work at all times.
The ideal candidate will either be a fully-qualified (Level 4) Paraplanner or be working towards fully-qualified status with some exams under your belt, or have a minimum of 3 years’ providing administrative support to IFAs in a similar environment.
As part of the role our client will help support you towards further qualifications in the future.
Key Responsibilities:
- Complete research and cashflow modelling to support client advice
- Support all advisers in client meetings
- Being the first point of contact for clients on behalf of Advisers where possible
- Write suitability reports, including client review reports
- Complete all relevant administrative tasks where required
- Maintain product and industry knowledge
- Adhere to industry guidelines whilst maintaining compliance at all times
Key Experience:
- Previous experience as a Paraplanner or IFA Administrator in a Practice is necessary
- Fully-qualified or working towards fully-qualified statues with some RO exams under your belt
- Confident working across a team of Financial Advisers
- Minimum of 3 years’ experience in a similar role
- Confident working both independently and as part o a team
- Able to prioritise tasks whilst maintaining high accuracy and attention to detail at all times
- Strong financial knowledge with a keen interest in keeping up to date with new products and regulations
This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field.
You will be joining an established firm of IFAs whilst being given the opportunity to progress and be supported with further industry qualifications in the future.
CVs are being reviewed so please apply now for immediate consideration.
