Junior Paraplanner IFA Administrator

Cameron James
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Our client is a medium sized firm of Wealth Managers and Financial Planners to HNW Clients seeking an additional Paraplanner for their London office.to large sized establised firm of Wealth Advisors and Financial Planner

This Paraplanning role requiring experience of dealing with the high net worth (HNW) Clients and would be support a of Advisers working alongside the team administrators/Paraplanners. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all essential. The job will entail research and report writing within a strong client focussed team culture.

Main Purpose:

To produce Client Report, Life Time Cash Flows & Suitability Letters in line with the firm`s guidelines and procedures. This involves use of the Firm`s database and meeting notes to gather information on the client, liaising with members of the team as well as client service and advisory team where necessary. Products will sometimes be specialised in nature including tax efficient investments and commercial property investments.

Qualifications & Experience

Some FS qualifications would be desireable and further traing and qualifications are offered as part of your on going development.

This role requires:

  • 3 years minimum IFA industry experience ( May also consider a Junior Paraplanner who requires some training)y consider ey
  • Excellent knowledge of all pension products, and experience of pension transfers
  • Good knowledge of all investment, life and pensions products and legislation.
  • Report writing experience
  • Good technical knowledge