Job Title: Paraplanner
Walden Capital is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships.
Their services include:
1. Pension and Retirement Planning
The successful candidate will receive a Salary of £40,000-£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.
* Discretionary bonus pool.
* Hybrid working option after probation (up to two days at home per week).
* Support for exams and personal mentoring.
* 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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Analyst and Finance
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