Part time paraplanner Work, Jobs in London (with Salaries)

IFA Paraplanner at Independent Financial Adviser Practice
Professional Assured Financial Services Ltd —London
- From £45,000 a year
- Full-time
- Writing skills
- Organisational skills
- In-person
- Health & wellbeing programme
- Life insurance
Quick apply
1d
IFA Administrator
Foster Denovo —London
- Full-time
- Hybrid work
- Employee discount
Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
Head of Paraplanning
Cooper Parry —London
- Full-time
- Continuous improvement
- Training & development
- Leadership
Financial Adviser
RGH‑Global Limited —London
- Up to £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
6d

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IFA Administrator
Hoxton Wealth —London
Minimum of 2 years of experience in a financial services or administrative role. Provide administrative support to financial advisors, including scheduling…
Quick apply
IFA Administrator
Foster Denovo —London
Previous experience working in a busy administrative role within an advisory environment. Experience in dealing with high net worth clients.

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IFA Paraplanner at Independent Financial Adviser Practice

Professional Assured Financial Services Ltd
London

Quick apply

Job details

Full-time
From £45,000 a year
1 day ago

Benefits

Health & wellbeing programme
Additional leave
Cycle to work scheme
Company pension
Company events
Life insurance
Sick pay

Qualifications

Report writing
Report generation
Writing skills
Technical support
Forecasting
Organisational skills
Financial advisory support experience
Communication skills

Full job description

Overview

PLEASE APPLY IF YOU HAVE AT LEAST 5 YEARS EXPERIENCE IN AN IFA/WEALTH MANAGER PRACTICE INCLUDING AT LEAST 12 MONTHS AS A PARAPLANNER.

We are looking for an experienced IFA professional who is reliable and hardworking. You should have been working for an IFA/wealth manager for at least 5 years, including at least 12 months as a paraplanner. You will ideally have achieved your level 4 qualification and have a strong knowledge of IO.

The successful recruit will work in a busy Independent Financial Adviser practice in the City of London.

You will support two advisers, deal with client’s directly, and liaise with the administration team.

We believe in helping our colleagues to be the best they can be, and you will be offered training with a clear pathway for professional development.

Are you self-motivated, keen and with an eye for detail? Are you a people person? Can you manage everyday tasks and one-off projects?

We are a small fun-loving team who work for the client and for each other and recognise the value of teamwork.

We learn and grow by being together and hold strong beliefs in the definitive separation of work life and home life. As such, we are dedicated to working full time in an office environment.

Duties

Discuss client requirements with adviser.

Analyse data as part of pre-advice research.

Undertake cashflow forecasting.

Provision of technical support

Production of advice reports across a range of client needs

Involvement in the Investment Committee

Reporting:

You will report directly to the MD

Management Team:

Over time, you may be integrated into the Management Team

Skills

Proficient in FE Analytics, cash calc, Intelliflo cashflow
Strong knowledge of IO
Excellent organisational skills
Strong communicator
Good grammar and written skills
Ability to work as part of the team, adopting our values of collaboration
Attention to detail

If you are an enthusiastic professional looking to take on a pivotal role within our organisation, we encourage you to apply for the position of Paraplanner

Rewarded for success

Our comprehensive package includes a development programme (offering exam linked bonuses), and a performance based discretionary bonus scheme.

Job Type: Full-time

Pay: From £45,000.00 per year

Benefits:

Additional leave
Company events
Company pension
Cycle to work scheme
Health & wellbeing programme
Life insurance
Sick pay

Ability to commute/relocate:

London EC3V 3LL: reliably commute or plan to relocate before starting work (preferred)

Experience:

IFA Administration: 5 years (required)

Work Location: In person

Quick apply

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part time paraplanner jobs in london

IFA Paraplanner at Independent Financial Adviser Practice

IFA Administrator

Paraplanner

Head of Paraplanning

Financial Adviser

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