Paraplanner
Harrow
£40-45,000
Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team
Duties include:
*Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews
*Undertaking necessary research
*Creating and reporting technical suitability reports in line with recommendations
*Establish and build strong relationships with clients, attending client meetings when required
*Provide a friendly and professional point of contact for clients and providers
*Responding to client enquires
*Ensure competing of client file and data gathering
*Liaising with the administrators (team of 4)
*Technical calculations
*Keep up to date with compliance changes and update templates
*Using Intelligent Office
Candidate requirements:
*Ideally level 4 qualified
*An experienced Paraplanner with experience of a variety of products and clients
*Confident, articulate team player - able to liaise well at all levels
*Comfortable attending client meetings with Adviser when required
*Strong relationship management skills
Additional information:
*Office based - Harrow
*Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered
*Support with acquiring relevant industry qualifications - bonus given on each exam that is passed
*Parking on site/close to train/tube station
*Monday - Thursday 9am-6pm, Friday 9-5pm
*Workplace pension
*Great opportunity for career progression