Senior Paraplanner discretionary

• You have been working for an IFA/wealth manager for at least 5 years, including at least 12 months as a paraplanner.
• You have achieved your Level 4 Diploma in Regulated Financial Planning
• Are happy to relocate or commute to the office full time in the City of London.

About us:

We believe we learn, grow and do our best work by being together. That’s why we’re proudly office-based, with a clear separation between work and home life. Our office is directly opposite the beautiful Royal Exchange, in the heart of the City of London - giving us an inspiring place to work, collaborate and be part of something bigger.

We are a small fun-loving team who work for the client and for each other and recognise the value of teamwork.

We believe in helping our colleagues to be the best they can be, you will be offered training with a clear pathway for professional development.

Job Description:

As part of the Paraplanning team, you'll be working alongside our Administrators and support two advisers in creating financial plans and producing high quality, accurate and compliant reports.

As a Senior Paraplanner, you will mentor junior members of the Paraplanner team.

The successful recruit will work in a busy Independent Financial Adviser practice in the City of London.

Duties:

• Discuss client requirements with adviser
• Analyse data as part of pre-advice research
• Undertake cashflow forecasting
• Provision of technical support
• Production of advice reports across a range of client needs
• Prepare the advice report pack of all supporting documentation
• Involvement in the Investment Committee
• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• Life insurance
• Sick Pay after 2 years
• Discretionary bonus schemes
• Incentives

Reporting:

You will report directly to the Administration Manager.

About you:

We are looking for an experienced IFA professional who is reliable and hardworking. You should have been working for an IFA/wealth manager for at least 5 years, including at least 12 months as a paraplanner. You will have achieved your level 4 qualification and ideally have a strong knowledge of IO.

This role is ideal for someone who enjoys technical research and report writing.

Are you self-motivated, keen and with an eye for detail? Are you a people person? Can you manage everyday tasks and one-off projects? Do you like helping people grow?

Skills:

• Confidence in using provider platforms
• Strong knowledge of IO
• Excellent organisational skills
• Good grammar and written skills
• Ability to work as part of the team, adopting our values of collaboration

Experience:

• IFA Administration: 5 years (required)
• Achieved Level 4 Diploma in regulated Financial Planning