Job Description
Paraplanner
Harrow
£40-45,000
Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team
Duties include:
* Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews
* Undertaking necessary research
* Creating and reporting technical suitability reports in line with recommendations
* Establish and build strong relationships with clients, attending client meetings when required
* Provide a friendly and professional point of contact for clients and providers
* Responding to client enquires
* Ensure competing of client file and data gathering
* Liaising with the administrators (team of 4)
* Technical calculations
* Keep up to date with compliance changes and update templates
* Using Intelligent Office
Candidate requirements:
* Ideally level 4 qualified
* An experienced Paraplanner with experience of a variety of products and clients
* Confident, articulate team player - able to liaise well at all levels
* Comfortable attending client meetings with Adviser when required
* Strong relationship management skills
Additional information:
* Office based - Harrow
* Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered
* Support with acquiring relevant industry qualifications - bonus given on each exam that is passed
* Parking on site/close to train/tube station
* Monday - Thursday 9am-6pm, Friday 9-5pm
* Workplace pension
* Great opportunity for career progression