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