Job Title:
Paraplanner
Our Client:
Our client is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships.
Their services include:
- Wealth Management
- Tax Planning
- Pension and Retirement Planning
- Estate Planning
Package Details:
The successful candidate will receive a Salary of £35,000-£45,000 Per Annum
Other benefits include:
- 25 days of base holiday.
- Private medical care after probation, with the option to add a partner at personal cost.
- 5% gross employer contribution to the pension.
- Health insurance providing 50% salary until retirement in case of serious illness.
- Four times life cover.
- Paid car parking.
- Discretionary bonus pool.
- Hybrid working option after probation (up to two days at home per week).
- Support for exams and personal mentoring.
- Bonus Structure
- Progression opportunities to move into advising long term if this is of interest and aligns with your goals.
Duties and Responsibilities:
Your duties will include but not be limited to:
- Support the advice process, including client liaison and communication.
- Produce standard and customised reports, including suitability reports, meeting notes, and review letters.
- Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers.
- Attend client meetings, take notes, and follow up with actionable items.
- Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner.
- Work to deadlines, coordinating with operations and advisory teams to manage peak periods.
- Uphold regulatory compliance throughout the advice process.
The Ideal Employee:
The ideal candidate should possess the following:
- Minimum of 3 years of experience, preferably in an IFA environment.
- Level 4 Diploma or active progress towards it.
- Strong knowledge of financial services products, particularly pensions and pension legislation.
- Proficiency in client communication across various formats (face-to-face, written, verbal).
- Familiarity with Curo/Time4Advice and Transact platform (preferred but not essential).
- Ability to work efficiently in a busy environment and collaborate with colleagues.
Experience required:
Minimum of 3 years of experience in a busy IFA practice
Qualifications required:
Level 4 Diploma or active progress towards it