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Financial Advisor / Paraplanner Jobs
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Salary Description:
To £45,000 + Bonus + Bens
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City based IFA wish to recruit an individual to assist in managing clients’ planning needs and solutions across their private client business. Key responsibilities include attending client meetings to broaden understanding of the advisory process and to strengthen relationships with clients, keeping detailed meeting notes of key issues discussed, timely drafting of client advisory letters to be signed off by the relevant authorised advisory personnel, maintaining asset and income schedules for all advisory clients, assisting the planners in assessing available options and solutions for clients and handling other administrative support in a timely manner (his would include letters of new client take-on forms, preparation of advisory correspondence / annual reviews and assist in proposal preparation etc). Applications are invited from well educated individuals who possess the Diploma in Regulated
Financial Planning, ideally have AF3/G60 but essentially offer a minimum 3 years’ experience as a Paraplanner in an IFA office dealing with high net worth clients, strong research and report writing skills and technical product knowledge of wealth management products including pensions, investments and protection.

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