Overview

Paraplanner / flexible and hybrid workplace options / specialists in the creative industries / excellent prospects / based in Putney SW15.

Are you looking for a new challenge? Would you like to join an IFA firm that doesn’t stand still, is full of like-minded individuals and will allow you to be the best you can be?

Are you experienced and technically competent and have decided to make paraplanning your chosen career?

Our sole aim is to simplify the financial planning process for our clients, tailor bespoke solutions for them and present these in an easy-to-understand and concise format. We’re highly experienced and professional and we’re also specialists in advising clients in the creative, media, TV and film industries.

This is a fantastic opportunity to join an IFA company that is successful, busy and growing and can support you in your career. We have an excellent track record of developing our team members, retaining our staff and letting them be them grow.

The role of paraplanner will involve working on the full range of financial planning issues that our clients encounter. We provide advice on pensions, investments, and protection as well as a full range of employee benefit services (although no experience in this area is required). Our clients include individuals, business owners and companies who often have very complex financial planning needs and, in this role, you will encounter them all.

The duties are varied and will centre around:

  • Preparing for client meetings.
  • Carrying out research for investment and other products.
  • Analysing clients’ circumstances and writing technically accurate and compliant reports.
  • Supporting the Financial Planners.

Benefits

Private Medical Insurance, Vitality and Wellbeing programme, Health Cashplan, Pension, 20 days holiday rising to 25 with length of service, amazing social events and flexible working days and hybrid workplace options.

Essential Skills

  • A few years paraplanning experience together with the Diploma qualification and desire to progress from there. Consideration will be given to lesser experienced candidates.
  • Previous experience in an IFA firm.
  • Highly analytical and a natural communicator.
  • Able to work on your own initiative and possess the attention to detail skills that this role requires.
  • Able to prioritise, manage the adviser’s expectations and work within defined business processes.
  • Experience using Xplan is desired but not essential.

Keywords: Financial advice, paraplanner, report writer, IFA, wealth manager, pensions, investment, client manager, Adviser Office, Xplan.

About Company

We are an established firm of independent financial planners that offer advice to our clients in the areas of private financial planning and employee benefits advice. We put client service at the very heart of everything we do and our advice and the relationship we have is built around a simple four step process – Getting to Know You, Developing Tailored Solutions, Signing Off and Making Things Happen and Monitor and Review. We pride ourselves on speaking the same language as our clients and are experts in the fields of creative, media, TV and film and work with professionals, business owners and companies.

We are using recruitment advertising specialists Recruitment Rebellion Limited to assist us with this vacancy. Please do apply through the advert and not to us directly as your application may be missed if you do. Please, no agencies.

Accounting/Financial/Insurance

Finding a job in the UK is very easy now. You can see all job postings on this site. Please give us your e-mail address to see the type of posting or position you are looking for.

Parallel Finance

NULL

NULL

Others