Anthony Alexandra
London, South East England
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

New role exciting Paraplanner vacancy within a developing Wealth Management firm

Anthony Alexandra are in alliance with a well-respected IFA business who are currently recruiting a Paraplanner based in London. This is a fantastic opportunity for a talented Paraplanner to join a national firm who is focused on providing a high quality financial advice and investment management.

A well-structured career is on offer such as help towards professional qualifications and study leave in order for you to achieve the best results for yourself and this developing team.

Duties include:-

  • Supporting Financial Advisers
  • Report writing
  • Technical Research
  • Maintain the workflow in the department, providing a timely and accurate service to the consultants
  • Producing quotes
  • Communicating with colleagues and clients to ensure accuracy of information
  • Assisting the team with research and drafting documents.

Skills and experience required are as follows:-

  • Over 3 years IFA Support experience
  • Level 4 Diploma qualified or working towards achieving
  • Previous Administration or Paraplanning experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills