Job Details

Qualified Paraplanner

Sector:Financial Services

Region : Greater London

Location: London

Salary:

Job Ref.: SL:QUALPPLNR

Job Information

An IFA company with a national presence are are set to grow in the coming months and with this they are looking for a number of DipFA qualified Paraplanners to join their team.

Are you a professional paraplanner with extensive technical experience and qualifications£ This is an outstanding opportunity to work as a senior paraplanner in an exciting and fast-paced environment.

You will be involved in:

• Working as a part of a paraplanning team, to create templates for future reports on a host of products and to write these reports
• Writing bespoke suitability reports to assist the Financial Adviser and be FCA compliant, with a particular bias to Investment strategy
• Putting together client packs prior to meetings and processing and completing new business submissions post-meeting
• Liaise with providers of Pension, Life and Investment products and obtain quotations to assist with research for product selection
• Support with the training of junior administrators, assist in annual reviews and valuations and other administrative tasks

As this role is highly technical, you will need to have the following skills:

• Experience supporting an IFA on a technical level, with a competent knowledge of compliance and FCA regulation
• Knowledge of report writing and an ability to do so from scratch, technical knowledge of complex pensions and investments
• High IT literacy with experience using systems such as Avelo (Adviser Office)/Intelligent Office/XPLAN
• A professional and polished demeanour, able to confidently liaise with UHNW clients, providers and internal stakeholders whilst successfully managing the IFA's day to day business
• DipFA qualified is essential for this role

To support you in this role the firm are offering:

• A highly competitive salary of up to £45,000 with discretionary bonuses paid annually
• The opportunity to join a firm in its' exciting growth stages as it prepares to become one of the largest firms in the country
• A long term progression plan, with many of their advisors having started as an paraplanner

Candidates who feel confident in their ability to perform in this role are highly recommended to apply as this is an outstanding company and roles of this quality are rare.