The Role

Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home).

• To ensure the advice you provide is considerate to the client and appropriate.
• You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports.
• To successfully deliver high level, complex reports.

The Candidate

• Paraplanning experience within an IFA or broad restricted firm
• Holds level 4 diploma in financial planning
• A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs.
• Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation
• Knowledge and experience with research tools & cashflow modelling.

The Rewards

• The salary will be dependent on experience and very completive.
• A range of employee benefits