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
Required skills
- Financial Planning
- Financial Services
- Paraplanning
- Wealth Management
Reference: 52410139
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'