Paraplanner - Wealth Management IFA, Basics to £40K

Posted 4 days ago by Astral Recruitment

Our client is a leading local IFA and they are currently looking to expand their technical Support arm

They are in need of an experienced Paraplanner with Level 4 Diploma or imminent completion of it


  • Manage the planning workflow
  • Gather and record client data
  • Prepare reports to a professional and timely standard
  • Provide information for annual reviews and identify areas not covered
  • Develop and maintain all processes relevant to technical support
  • Delegate and communicate clearly with technical and client support
  • Undertake financial planning and product-based research
  • Operate within the compliance and corporate standards of the business

Skills, knowledge and experience:

  • Ability to use technical financial planning tools,
  • Clear understanding of an adviser’s role
  • QCA Level 4 or closer to it

Package offered for this Paraplanner role:

  • Salary to £40000 plus benefits

For more information please call Jason Webber at Astral

Required skills

  • Financial Planning
  • Investments
  • Paraplanning
  • ifa
  • paraplanner

Application questions

Do you have Level 4 Dip or nr to completion?
Are you an experienced Paraplanner?

Reference: 32839022

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