Paraplanner
Epsom
Up to £45,000
Well established, highly successful and thriving IFA practice, with a portfolio of HNW clients predominantly based throughout Surrey and London is looking for an experienced Paraplanner with strong analytical and client relationship skills to join the team
Duties Include:
* Completing research for the preparation of meetings, Financial Plans, Annual Reviews, Reports, and letters
* Preparing financial planning presentations
* Preparing Wealth Preservation Framework presentations
* Preparing Financial Plans, Annual Review Reports, and letters for financial planning.
* Reviewing instruction forms and legal documents for financial planning (including Wills, Trusts, and Lasting Powers of Attorney)
* Preparing Financial Plans, Annual Review Reports, and letters for Wealth Preservation Frameworks
* Reviewing instruction forms and legal documents for Wealth Preservation Frameworks (including Family Investment Companies
* Using Salesforce
* The job holder may be involved in the migration of a new financial services back office system
Skills & Experience required:
* Chartered or Diploma qualified Paraplanner
* At least two years’ experience of paraplanning
* Experience in the use of various platforms, ideally Transact & AJ Bell
* Confident in liaising with clients at all levels
Additional information:
* Based in Epsom, 1 day working from home
* 9-5.30pm
* Up to £45,000
* Bonus,
* 25 days annual leave,
* Pension, Study Support
* Onsite parking