Financial Advisor Assistant

3 weeks ago


Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time
Job Title

A Paraplanner position is available at Antony George Recruitment, working with a boutique financial advisory firm dedicated to providing exceptional service.

The successful candidate will receive an estimated salary of £40,000 Per Annum.

About Our Client

The company's strong focus on teamwork and client relationships has earned them a reputation for delivering high-quality services.

Their services include:

  • Wealth Management
  • Tax Planning
  • Pension and Retirement Planning
  • Estate Planning

Package Details

The successful candidate will receive a Salary of £40,000 Per Annum and benefits including:

  • 25 days of base holiday
  • Private medical care after probation, with the option to add a partner at personal cost
  • 5% gross employer contribution to the pension
  • Health insurance providing 50% salary until retirement in case of serious illness
  • Four times life cover
  • Paid car parking
  • Discretionary bonus pool
  • Hybrid working option after probation (up to two days at home per week)
  • Support for exams and personal mentoring
Responsibilities

Your duties will include but not be limited to:

  • Support the advice process, including client liaison and communication
  • Produce standard and customised reports, including suitability reports, meeting notes, and review letters
  • Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers
  • Attend client meetings, take notes, and follow up with actionable items
  • Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner
  • Work to deadlines, coordinating with operations and advisory teams to manage peak periods
  • Uphold regulatory compliance throughout the advice process
The Ideal Candidate

The ideal candidate should possess the following skills and qualifications:

  • Minimum of 3 years of experience, preferably in an IFA environment
  • Level 4 Diploma or active progress towards it
  • Strong knowledge of financial services products, particularly pensions and pension legislation
  • Proficiency in client communication across various formats (face-to-face, written, verbal)
  • Familiarity with Curo/Time4Advice and Transact platform (preferred but not essential)
  • Ability to work efficiently in a busy environment and collaborate with colleagues


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