Are you experienced in IFA practices and seeking to progress as a paraplanner?
This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.
An ideal role for anyone who is looking to progress as a paraplanner
What's on Offer?
* Clear opportunities for salary progression.
* Holiday allowance (25 days + bank holidays).
* Workplace pension and death-in-service benefits (4x salary).
* Supportive, inclusive, and collaborative workplace culture with development opportunities.
What will you do?
* Process new client applications, ensuring compliance with regulatory requirements.
* Maintain accurate client records using CRM systems
* Liaise with providers to gather plan information and complete regulatory calculations
* Prepare detailed reports and presentations for adviser meetings.
* Respond to client queries.
* Assist with processing investment transactions while adhering to compliance procedures.
* Stay informed about financial products and regulatory changes to ensure accuracy.
Preferred experience:
* Ideally, 2 years’ experience in wealth administration.
* An understanding of FCA regulations and compliance procedures.
* Excellent communication, organisation, and time management skills.
* Attention to detail, proactive attitude, and a commitment to professional development.
If you’re ready to make an impact in a thriving financial services environment and further your career, we’d love to hear from you!