Are you a highly organised and detail-oriented Paraplanner with a passion for finance and administrative support? We are recruiting for an experienced Paraplanner to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington.
You will be reporting directly to the Partner supporting 3 Advisers and working with another member of the support team. The firm is directly authorised and provides a whole of market proposition that utilise technology to provide a truly independent Financial Planning service. You will be providing both Parplanning and Administration support to the Partner who has is looking after a client portfolio that has been with the firm for circa 30 years.
Salary for a Paraplanner up to £55,000, holiday 25 days + Bank holiday and hybrid working.
Key Responsibilities:
- Produce reports and suitability letters in accordance with advisers' instructions
- Prepare and maintain reports, spreadsheets, and other documents
- Provide comprehensive administrative support to financial planners and advisers
- Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
- Prepare and process client applications, transactions, and paperwork accurately
- Accurately undertake the implementation of all client advice and instructions
- Coordinate and schedule client appointments, meetings, and annual reviews
- Prepare client annual review packs in accordance with the firm's processes and procedures
- Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties
- Place trades via the firm's chosen platforms accurately and in a timely manner
- Analyse and provide data to advisers and clients
To be considered:
To be considered we require someone to have experience within an IFA / Wealth Management firm writing suitability reports
You will be part of a supportive and collaborative team that values your contributions and fosters a positive work environment, apply now!