Paraplanner
Harrow
£40,000

Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team

Duties include:
Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews
Undertaking necessary research
Creating and reporting technical suitability reports in line with recommendations
Establish and build strong relationships with clients, attending client meetings when required
Provide a friendly and professional point of contact for clients and providers
Responding to client enquires
Ensure competing of client file and data gathering
Liaising with the administrators (team of 4)
Technical calculations
Keep up to date with compliance changes and update templates
Using Intelligent Office

Candidate requirements:
Ideally level 4 qualified
An experienced Paraplanner with experience of a variety of products and clients
Confident, articulate team player - able to liaise well at all levels
Comfortable attending client meetings with Adviser when required
Strong relationship management skills

Additional information:
Office based - Harrow
Support with acquiring relevant industry qualifications - bonus given on each exam that is passed
Parking on site/close to train/tube station
Monday - Thursday 9am-6pm, Friday 9-5pm
Workplace pension
Great opportunity for career progression

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