A well-established financial advisory firm is seeking a detail-oriented professional to join its client services team to either develop into a paraplanner or continue in senior IFA support. This role is ideal for someone with experience in wealth management, supporting financial advisers who is looking to broaden their responsibilities by combining client support with technical and analytical tasks in a dynamic environment. The successful candidate will play a key role in ensuring exceptional service delivery across a range of financial solutions, including investments, pensions, and protection. Acting as a trusted point of contact for clients, you will help maintain strong relationships while supporting advisers with day-to-day priorities and workflow management. This position offers variety, from preparing client documentation and coordinating reviews to conducting research and providing technical analysis. You will also contribute to process improvements and leverage technology to enhance efficiency.
Key Responsibilities
- Serve as a primary contact for clients, ensuring smooth communication and service delivery
- Organise adviser schedules and manage client review processes
- Prepare documentation such as agreements, agendas, and reports
- Conduct research and review financial plans to support recommendations
- Deliver accurate and timely administrative and technical support
- Maintain up-to-date client records and ensure compliance with regulatory standards
Qualifications
- Strong organisational skills and ability to manage multiple tasks
- Experience in supporting financial advisers
- High attention to detail and commitment to delivering quality work
- Proactive approach with problem‑solving and analytical capabilities
- Excellent communication skills and confidence in client interactions
- Proficiency in MS Office and familiarity with financial services platforms
- Knowledge of financial products and regulatory requirements
- A collaborative mindset and willingness to learn and adapt
Benefits
- A supportive team environment focused on professional development
- Exposure to a wide range of financial services and client scenarios
- Opportunities to enhance technical knowledge and progress your career
- Competitive salary, benefits package and study support if you wish to continue exams
