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An ambitious and growing IFA specialising in retirement, pensions and intergenerational family wealth planning for a diverse range of clients, have an opportunity for an experienced Paraplanner to join their team.
You will prepare recommendations and produce suitability reports, maintaining full client records, data gathering and application form preparation and submission. You will act as a mentor for less experienced Paraplanners as the company continues to grow so previous experience of, or desire to have, leadership responsibilities is required. Although there is a dedicated Admin team, you will be required to provide support with administrative functions from time to time such as new business processing, income matching, MI and arranging client meetings.
This role will be client facing, dealing with technical or general queries from clients, particularly in the absence of the Financial Adviser.
Requirements
- 5+ years Paraplanning experience
- Minimum Level 4 Diploma (CISI/CII/LIBF)
Other details
This role can be offered on a full-time or part-time basis depending on your preferences. Part-time would be minimum 20 hours per week. The role is office based, but they do offer flexi-time between the hours of 8am and 6pm and options to take a shorter lunch break too.
