Are you a highly organised and detail-oriented Paraplanner with a passion for finance and administrative support? We are recruiting for an experienced Paraplanner to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington.
You will be reporting directly to the Partner supporting 3 Advisers and working with another member of the support team. The firm is directly authorised and provides a whole of market proposition that utilise technology to provide a truly independent Financial Planning service. You will be providing both Parplanning and Administration support to the Partner who has is looking after a client portfolio that has been with the firm for circa 30 years.
Salary for a Paraplanner up to £55,000, holiday 25 days + Bank holiday and hybrid working.
Key Responsibilities:
1. Produce reports and suitability letters in accordance with advisers’ instructions
2. Prepare and maintain reports, spreadsheets, and other documents
3. Provide comprehensive administrative support to financial planners and advisers
4. Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
5. Prepare and process client applications, transactions, and paperwork accurately
6. Accurately undertake the implementation of all client advice and instructions
7. Coordinate and schedule client appointments, meetings, and annual r...