IFA Paraplanner - full time

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 ideally have achieved your 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

• 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

Rewarded for success

Our comprehensive package includes a development programme (offering exam linked bonuses), and a performance based discretionary bonus scheme.

Job Type: Full-time

• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• Life insurance
• Sick pay

Ability to commute/relocate:

• London EC3V 3LL: reliably commute or plan to relocate before starting work (required)

Experience:

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