Paraplanner

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