Paraplanner

A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.

The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business. This role would suit someone looking to work within a smaller firm, allowing more involvement with the Advice process.

You will be responsible for writing high quality suitability reports for high net worth clients, assisting with preparation for meetings, delivering plans alongside the Adviser to clients and providing a bespoke wealth management service.

Ideally looking at Paraplanners local to the Hillingdon/Uxbridge area, car parking on site. Flexibility to work from home up to 2 days a week.

What’s needed to be considered?

• Level 4 CII Diploma qualification, or very close to completion
• At least 1 year's previous experience within a fast-paced IFA practice in a Paraplanner role
• Knowledge of IO and FE Analytics would be ideal
• Suitability report writing experience

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the Paraplanner opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Team Leader, Trainee IFA