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Paraplanner (Permanent)

4 months ago

Uxbridge Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties;

  • Provide an effective and efficient support service to the department and dedicated financial planners.
  • Technical work such as cash flow modelling, and pension analysis
  • Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly
  • Preparing client valuations and review packs
  • Using back office technology to guarantee complete and accurate client records
Experience required for an Paraplanner to come on board;
  • At least 6 months experience as a paraplanner in an IFA/wealth management firm (this is not a trainee role)
  • Ideally be level 4 diploma qualified or working towards it
  • Confidence when liaising with clients and producing documentation
  • Strong communication and IT skills
Benefits of becoming an Paraplanner;
  • £35-40k starting salary
  • Hybrid working after training period
  • Potential to progress into a Financial Advisor in future
If you are a Paraplanner and are interested then please apply