Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
This Paraplanner and Back Office Lead role in Covent Garden provides an excellent opportunity to join a growing independent financial planning firm where you will play a key role in both paraplanning and administration. You will be involved in the full client journey from initial meeting through to implementation, giving you real ownership and variety in your work.
You'll be joining a business that values high quality financial planning, modern technology and continuous professional development, with full support available towards achieving your Diploma or Chartered status.
In this Paraplanner role, your responsibilities will include:
- Managing cases from initial fact find through to implementation, ensuring everything progresses efficiently
- Producing suitability reports and recommendation documents for clients
- Carrying out research across investments, platforms and financial planning solutions
- Creating cashflow models to support retirement, estate planning and wider financial planning recommendations
- Using technology and AI-based tools to improve efficiency and assist with report writing
- Processing applications and liaising with providers throughout the implementation process
- Supporting trust administration and Trust Registration Service requirements where appropriate
Paraplanner Requirements
- Experience working as a Paraplanner, Senior xgikmsk Administrator or similar role within an IFA or financial planning firm
- Strong knowledge of financial planning, investments and report writing
- Experience producing suitability reports and conducting technical research
- Level 4 Diploma qualified or actively studying towards completion
The Company
You will be joining a boutique independent financial
Please click on the apply button to read the full job description
Paraplanner in Paddington employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
