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.