Job Title: Paraplanner

Location: West London

Salary: £35k-£40k

We are working with a small, successful IFA firm based in West London, and they're looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors.

Paraplanner Duties;

* Provide an effective and efficient support service to the department and dedicated financial planners.

* Technical work such as cash flow modelling, and pension analysis

* Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly

* Preparing client valuations and review packs

* Using back office technology to guarantee complete and accurate client records

Experience required for an Paraplanner to come on board;

* At least 6 months experience as a paraplanner in an IFA/wealth management firm (this is not a trainee role)

* Ideally be level 4 diploma qualified or working towards it

* Confidence when liaising with clients and producing documentation

* Strong communication and IT skills

Benefits of becoming an Paraplanner;

* £35-40k starting salary

* Hybrid working after training period

* Potential to progress into a Financial Advisor in future

If you are a Paraplanner and are interested then please apply