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Paraplanner - Client facing with small client base

Paraplanner - Client facing with small client base

Posted 24 April by Astral Recruitment
Easy Apply Ended

This is a very exciting and unique role within a well-established but evolving IFA practice. It can be tailored to an individual’s personal development goals with the possibility of an advisory or a management role in the future. Initially the role will require you to:

  1. Provide extensive technical support to the Managing Director and provision of recommendation letters
  2. Produce and provide Quarterly Management Information to Board
  3. Create and circulate Quarterly Newsletter to clients
  4. Rapidly progress to an advisory role to provide annual reviews for specific clients - with the view to eventually have own clients within business

Skills, knowledge and experience:

  • High level of technical knowledge across all financial planning areas including, but not limited to; Pensions/Retirement, Investments, Protection, Tax-Efficient Products/Solutions, Estate Planning, Equity Release etc
  • Ability to use technical financial planning tools, financial modelling and back office software: AO, Defaqto, FE Analytics etc
  • Clear understanding of paraplanner’s and adviser’s roles
  • Interpersonal skills to develop and maintain client trust and inspire confidence
  • Articulate - able to communicate effectively in verbal and written form and have a very good understanding of Microsoft Office tools
  • Solutions orientated - imaginative
  • Highly organised, methodical, analytical, disciplined, able to work to deadlines
  • Able to self-motivate and work within a small office environment
  • QCA Level 4 as minimum and ideally working towards CII chartered status or CISI / Certified Financial Planner
  • Minimum of five years’ experience working in an IFA practice
  • Full driving license and own car will be important as the role develops


Up to £40,000 depending on experience, Discretionary Annual Bonus, 3% Employer Pension Contribution, Parking

Based in Surrey

For more info please call Jason Webber at Astral

Required skills

  • Investments
  • Paraplanning
  • Pensions
  • IFA
  • Level 4 diploma

Reference: 33357789

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