- Hybrid
- Experience within an IFA
- Good knowledge of Word, Excel, and Outlook
Our client is an independent financial planning firm who are committed to providing excellent customer service to clients, contributing to the community, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire either a trainee or experienced Paraplanner to provide comprehensive support to the Financial Planning team. All advisors receive one to one paraplanning and administration support so you will work closely with two individuals, allowing you to get to know the clients, the paraplanning methods and Financial planning product and providers well.
Some of the responsibilities include researching and consolidating information into well-written reports, handling multiple client queries, while managing and organising tasks for Financial Planners. Depending on someone's experience level, ( for the more junior level ) there will be an element of administration responsibilities while training.
An ideal candidate will have at least a year's IFA admin or paraplanning experience within an IFA, Bank, or financial services firm. Ideally Level 4 Certificate in Paraplanning and/or Diploma in Regulated Financial Planning Qualification with the CII. A good knowledge of Word, Excel, and Outlook, with excellent customer service, written and verbal communication skills.