plus bonus and benefits package + hybrid working
Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner. Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand. This role offers two genuine career paths: transitioning to an Adviser or moving into a senior paraplanning position handling more complex technical cases. This opportunity is ideal for candidates who are open-minded about their future career path at this stage.
As an experienced IFA Administrator or Junior Paraplanner supporting the Advisors, your responsibilities will include:
- Assisting in providing solutions to clients' needs and delivering exceptional service.
- Handling daily client and provider enquiries.
- Preparing for client meetings, ensuring all compliance paperwork is present.
- Attending client meetings and taking minutes.
- Analysing and interpreting data from client meetings.
- Evaluating clients' existing products to determine if they meet current objectives.
- Conducting fund performance comparisons.
- Preparing product comparisons and analysing illustrations.
- Completing FCA pension switching and replacement product templates.
- Preparing cashflow plans using Voyant Software.
- Drafting recommendation reports in line with compliance procedures.
- Analysing client asset allocations and recommending rebalancing as necessary.
- Delegating administrative tasks and ensuring proper completion.
- Maintaining client files according to company standards.
- Liaising with the Compliance department to ensure adherence to procedures.
- Creating and maintaining accurate records of all communications.
- Building and maintaining client relationships through various forms of communication.
As an experienced IFA Administrator or Paraplanner, you will ideally have:
- Diploma Level qualification (preferred but not essential).
- At least one year's experience in an administrative function within an IFA practice.
- The ability to work with advisers to extract necessary information for financial plans and recommendations.
- General knowledge of available market products and how to assess their suitability.
- The ability to research protection, pension, and investment products and understand key information affecting recommendations.
- The ability to conduct detailed research on legacy products and identify where in-depth analysis is required.
- An understanding of investment risk, capacity for loss, and loss tolerance, and the ability to construct suitable recommendations.
- Excellent report writing skills, presenting recommendations clearly and logically.
- The skills to create and adapt cash flow plans appropriate to clients' circumstances.
- A good understanding of compliance issues and their impact on advice and suitability processes.
- Strong interpersonal skills for professional interaction with clients and colleagues.
- The ability to work both independently and as part of a team.
- Critical evaluation skills to probe and challenge facts.
- A flexible and adaptable attitude towards work.
- The ability to work accurately and follow procedures.
- Excellent time management skills and the ability to meet deadlines.
- Proficiency in Microsoft Word, Excel, Outlook, and provider platforms.
- Experience with Voyant software and FE Analytics is an advantage.
This is an excellent opportunity to join an established, entrepreneurial firm where you can play a fundamental role in the business. The firm supports career advancement and development, allowing you to build on your existing skills and experience. The transparent career paths are part of their defined growth plan, making this an opportunity for a truly ambitious individual seeking progression.
If this opportunity is of interest, please send a copy of your CV to Joanna Clark.