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For Companies At a Glance
- Tasks: Support advisers, analyse client data, and produce advice reports in a dynamic team.
- Company: Join a fun-loving Independent Financial Adviser practice in the heart of London.
- Benefits: Enjoy competitive pay, bonuses, and a health & wellbeing programme.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: 3 years in IFA/wealth management and 12 months as a paraplanner required.
- Other info: Full-time office role with strong focus on teamwork and professional development.
The predicted salary is between 39000 - 52000 £ per year.
Overview
PLEASE APPLY IF YOU HAVE AT LEAST 3 YEARS EXPERIENCE IN AN IFA/WEALTH MANAGER PRACTICE INCLUDING AT LEAST 12 MONTHS AS A PARAPLANNER.
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 3 years, including at least 12 months as a paraplanner. You will ideally be a long way towards achieving level 4 qualification and have a strong knowledge of IO.
The successful recruit will work in a busy Independent Financial Adviser practice in the City of London.
You will support two advisers, deal with client’s directly, and liaise with the administration team.
We believe in helping our colleagues to be the best they can be, and you will be offered training with a clear pathway for professional development.
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?
We are a small fun-loving team who work for the client and for each other and recognise the value of teamwork.
We learn and grow by being together and hold strong beliefs in the definitive separation of work life and home life. As such, we are dedicated to working full time in an office environment.
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
Involvement in the Investment Committee
Reporting
You will report directly to the MD
Management Team
Over time, you may be integrated into the Management Team
Skills
- Proficient in FE Analytics, cash calc, Intelliflo cashflow
- Strong knowledge of IO
- Excellent organisational skills
- Strong communicator
- Good grammar and written skills
- Ability to work as part of the team, adopting our values of collaboration
- Attention to detail
If you are an enthusiastic professional looking to take on a pivotal role within our organisation, we encourage you to apply for the position of Paraplanner
Job Details
- Job Type: Full-time
- Pay: £45,000.00-£50,000.00 per year
- Additional pay:
- Loyalty bonus
- Performance bonus
- Yearly bonus
- Benefits:
- Additional leave
- Company events
- Company pension
- Cycle to work scheme
- Health & wellbeing programme
- Sick pay
- Schedule:
- Monday to Friday
- Ability to commute/relocate:
- London EC3V 3LL: reliably commute or plan to relocate before starting work (preferred)
- Experience:
- IFA Administration: 3 years (required)
- Work Location: In person
- Expected start date: 11/08/2025
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IFA Paraplanner at Independent Financial Adviser Practice employer: Professional Assured Financial Services Ltd
Contact Detail:
Professional Assured Financial Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Paraplanner at Independent Financial Adviser Practice
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage with others, the better your chances of landing that IFA Paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with FE Analytics and cashflow forecasting. They want to see that you can hit the ground running, so don’t be shy about showcasing your expertise!
✨Be a Team Player
Since this role is all about collaboration, emphasise your ability to work well within a team. Share examples of how you've supported colleagues in the past and how you can contribute to their fun-loving culture.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace IFA Paraplanner at Independent Financial Adviser Practice
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 3+ years in an IFA/wealth manager practice, especially your 12 months as a paraplanner. We want to see how your experience aligns with what we’re looking for!
Tailor Your Application: Don’t just send a generic CV and cover letter. Tailor them to reflect the skills and qualities mentioned in our job description. Show us why you’re the perfect fit for our fun-loving team!
Be Professional Yet Personable: While we love a good professional tone, don’t be afraid to let your personality shine through. We’re a small team that values collaboration, so show us you’re a people person!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Professional Assured Financial Services Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of IO and the tools mentioned in the job description, like FE Analytics and cash calc. Being able to discuss these confidently will show that you're not just familiar with them, but that you can use them effectively in your role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience as a paraplanner. Discuss how you've supported advisers, managed client relationships, and contributed to team projects. This will demonstrate your reliability and teamwork skills, which are key for this position.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and the role. Ask about their approach to client management or how they support professional development. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.
✨Be Yourself
The team is described as fun-loving and collaborative, so let your personality shine through! Be genuine in your responses and show your passion for the industry. Remember, they’re looking for someone who fits well within their team dynamic, so don’t be afraid to show your human side.
