Paraplanner

Paraplanner - South East London, London

Ref: 1457Thursday 9 May 2024

Up to £55,000

Are you a highly organised and detail-oriented Paraplanner with a passion for finance and administrative support? We are recruiting for an experienced Paraplanner to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington.

 

You will be reporting directly to the Partner supporting 3 Advisers and working with another member of the support team. The firm is directly authorised and provides a whole of market proposition that utilise technology to provide a truly independent Financial Planning service. You will be providing both Parplanning and Administration support to the Partner who has is looking after a client portfolio that has been with the firm for circa 30 years. 

 

Salary for a Paraplanner up to £55,000, holiday 25 days + Bank holiday and hybrid working. 

 

Key Responsibilities:

 

  • Produce reports and suitability letters in accordance with advisers’ instructions
  • Prepare and maintain reports, spreadsheets, and other documents
  • Provide comprehensive administrative support to financial planners and advisers
  • Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
  • Prepare and process client applications, transactions, and paperwork accurately
  • Accurately undertake the implementation of all client advice and instructions 
  • Coordinate and schedule client appointments, meetings, and annual reviews
  • Prepare client annual review packs in accordance with the firm’s processes and procedures
  • Liaise with clients, insurance companies, investment providers, platform providers and other stakeholders/third parties
  • Place trades via the firm’s chosen platforms accurately and in a timely manner
  • Analyse and provide data to advisers and clients 

 

To be considered:

To be considered we require someone to have experience within an IFA / Wealth Management firm writing suitability reports

You will be part of a supportive and collaborative team that values your contributions and fosters a positive work environment, apply now!

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