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 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:
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
