Paraplanner; Ifa
Job in
Harrow, Greater London, HA2, England, UK
Listed on 2026-07-27
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
Paraplanner (Ifa)
Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products for clients.
Key Responsibilities- Maintain an up-to-date knowledge of company policies and procedures, ensuring timely execution of adviser instructions
- Ensure all client documents and relevant correspondence is saved to client files
- Produce financial planning reports for consideration and signoff by advisers
- Analyse client portfolios/products and prepare cash flow analysis as required
- Provide accurate, technical research to support recommendations
- Be a point of technical reference for advisers
- Complex IHT and Estate Planning
- VCT, EIS and Products
- Pension/retirement planning
- Carry forward and lifetime allowance calculations
- Structured products and Trusts
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