Job Details

Qualified Paraplanner

Sector:Financial Services

Region : Greater London

Location: London

Salary:

Job Ref.: SL:LDNPPLNR

Job Information

A national IFA firm with offices in the City are looking for a qualified paraplanner to join their team due to an internal promotion.

Are you a professional paraplanner with extensive technical experience and qualifications£ This is an outstanding opportunity to work as a senior paraplanner as the most technical member of the team.

You will be involved in:

• Working within a team of talented and technical paraplanners to support advisors who deal with HNW and UHNW clientele
• 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:

• Full study support towards Chartered Financial Planning Status including bonuses paid on exams completed and study leave
• A highly competitive salary of up to £50,000 with discretionary bonuses paid annually
• A supportive and collaborative culture whereby you will have the opportunity to learn from truly talented individuals
• The opportunity to put together a long-term progression plan
• Extensive employee benefits including Income Protection, DIS, competitive GPP contribution and Private Healthcare.

This is a highly progressive firm who have recently promoted two paraplanners to advisor level and that is the reason for this vacancy. It is clear that candidates who do well here will progress quickly and exponentially.

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.