Type of Position: Paraplanner (IFA) - London, Harrow
Paraplanner (IFA) - London, Harrow
Our client is seeking a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role supporting Wealth Planners with financial strategies, plans, and products for clients.
Key Responsibilities:
1. Adhere to Management System & Controls
2. Maintain up-to-date knowledge of company policies and procedures
3. Ensure timely execution of adviser instructions
4. Collaborate with colleagues to ensure adherence to procedures and standards
5. Promptly refer all client complaints and concerns to your Manager, the Adviser, and the Compliance Officer
6. Ensure all client documents and correspondence are saved to client files to complete advice files
7. Maintain records according to company standards
8. Communicate effectively with colleagues, clients, and product providers
9. Attend regular paraplanning meetings to discuss ongoing work and align advice approaches
10. Assist the wider team when needed and capacity allows
11. Produce financial planning reports for adviser review, ensuring standards for suitability and quality
12. Analyze client portfolios, products, and relevant information to prepare reports
13. Obtain illustrations and supporting documents for advice files
14. Prepare cash flow analyses as needed
15. Provide technical research to support recommendations
16. Liaise with Compliance throughout the advice process
17. Serve as a technical resource for advisers
18. Build and maintain company/provider panels
19. Maintain workflow logs and update work requests
20. Close work items correctly on the CRM system
Experience required:
1. Complex IHT and Estate Planning
2. VCT, EIS, and BR Products
3. Pension and retirement planning
4. Carry forward and lifetime allowance calculations
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