Assistant IFA

Our client is a leading wealth management business based in the West End of London. They service UHNW clients who typically have in excess of £500kinvestable assets. Services offered to clients include Investment Management, private banking. Due to expansion they are looking for a Paraplanner to join the existing business. The role will be to support the chartered Planners who provide holistic financial planning advise to the UHNW private clients referred from within the business.

Amongst other duties, you will be required to conduct research, complete reports and cash flow forecasting. You will support the development of client relationships by attending client meetings when required and becoming a first point of contact for their clients.

It is essential that you have experience in a Paraplanning or technical report writing role within an IFA or financial advice firm. You will need to be Diploma qualified and ideally chartered status or progressing towards this. You must also have some client facing experience.

The position offer’s excellent career progression with full support to further professional exams. This would suit a Paraplanner wanting to become a financial Planner in the future. It also offers Hybrid working, an excellent basic salary, full benefits package and an annual Bonus.

Our client is looking for a Graduate calibre candidate with a professional can do attitude and excellent interpersonal skills.