Job Title : Paraplanner About Our Client : Our client is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships.
Their services include: • Wealth Management • Tax Planning • Pension and Retirement Planning • Estate Planning Package Details : The successful candidate will receive a Salary of £35,000-£45,000 Per Annum Other benefits include: • 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.
• Bonus Structure • Progression opportunities to move into advising long term if this is of interest and aligns with your goals.
Duties and 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 Employee : The ideal candidate should possess the following: • 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.
Experience required: Minimum of 3 years of experience in a busy IFA practice Qualifications required: Level 4 Diploma or active progress towards it.