Paraplanner Opportunity | Multi-Office IFA Firm | Up to £45,000 | Flexible Work-from-Home Option
An established and growing IFA firm is seeking an experienced Paraplanner to join their London office. This role offers the flexibility to work from home three days a week, providing an excellent opportunity for those looking to balance a rewarding career with a flexible working arrangement.
Why Join This Firm?
- Hybrid working: A balanced work arrangement with 3 days remote and 2 days in the London office.
- Competitive salary: Offering between £35,000 - £45,000, based on experience, along with a comprehensive benefits package including 28 days’ holiday (plus bank holidays), life assurance, income protection, and pension.
- Career development: The firm is committed to personal and professional growth, supporting further qualifications and providing opportunities for career advancement.
- Strong team culture: Join a vibrant and collaborative team of over 230 professionals who value flexibility, work-life balance, and a fun working environment.
- Innovative approach: The firm manages over £4.5 billion in client assets and is dedicated to both financial planning and discretionary investment management.
Key Responsibilities:
In this Paraplanner role, the successful candidate will support financial advisers by providing technical assistance, ensuring high standards of client service. Responsibilities include:
- Preparing suitability reports for a range of complex cases
- Conducting tax calculations and creating client cash flow models
- Analyzing client portfolios and existing investments
- Assisting advisers with technical queries and complex case solutions
- Peer reviewing work and contributing to the development of team processes
- Participating in client meetings and assisting in training new team members
Ideal Candidate:
- Experience in a paraplanning role within an IFA or wealth management setting
- Diploma-qualified (CII Level 4), with strong technical knowledge of financial products
- Proficient with IT tools such as FE Analytics, Voyant, and Curo
- Excellent attention to detail and communication skills, both verbal and written
- A team player who thrives in a fast-paced environment
Ready for the Next Step in Your Career?
This is a fantastic opportunity for a Paraplanner looking to join a forward-thinking, flexible, and supportive IFA firm. If this sounds like the right fit, apply today to take the next step in your career!