A Paraplanner is required to work closely with the sole IFA at a growing Financial Advisory practice based in the City of London.
This is a challenging role that would suit a confident and professional individual who enjoys using their initiative. There is a real scope to expand the client offering, and act as a key person within this growing business.
About the Role
You will
- Design comprehensive plans for high net worth individuals
- Create detailed technical reports
- Prepare technical analysis for client meetings using Excel/Voyant /Synaptics/Dynamic Planner and create and update bespoke ‘Asset Allocation’ reports
- Maintain the client proposition
- Maintain Intelligent Office
- Prepare standard, transfer and complex suitability letters to be sent to clients
- Liaise with clients, fund managers, platforms and insurers
- Carry out VCT/EIS administration & research
- Assist with project activity such as compliance reporting (Gabriel)
About You
- Passionate about your chosen profession in Financial Services and a desire to succeed
- Ability to maintain confidentiality at all times and to handle sensitive matters
- Excellent interpersonal and communication skills, with an attention to detail
- Strong organisational skills; able to multi-task and prioritise
- Ability to use own initiative, be proactive and think quickly
- Persistent, with an ability to find a way around obstacles
- Flexible and adaptable attitude; able to work additional hours when required
- Educated to at least A-level or Degree level, ideally with good recent experience of working in a similar financial services support role.
- Financial qualifications such as the Paraplanning or Advisory exams would be highly desirable. Minimum requirement R01-R03, ideally up to R06.
- Advanced Microsoft Excel & Microsoft Office suite experience
- Experience of some or all of the following software would be ideal: Intelligent Office/Voyant/Truth/Synaptics
In return for your commitment and enthusiasm, you'll get:
- A City of London based role, with a competitive base salary £26k-£30k per annum depending on experience
- Workplace Pension
- An opportunity to grow your paraplanning career within a close-knit team
- To work in a friendly atmosphere where drive and enthusiasm goes a long way
- Support with progressing financial qualifications where appropriate
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