Paraplanner

2 weeks ago

Uxbridge, United Kingdom Placing Faces Full time

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

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