IFA Paraplanner at Independent Financial Adviser Practice

Professional Assured Financial Services Ltd; City Of London; On-site; GBP 45,000 - 50,000; Full time

Job summary

A financial advisory firm in the City of London is seeking an experienced Paraplanner to join their team. The role involves supporting two advisers, conducting client research, and creating advice reports. The ideal candidate should have a minimum of 3 years in an IFA/Wealth Manager practice, with at least 12 months as a Paraplanner, and strive towards Level 4 qualification. Competitive salary and a collaborative work environment offered.

Benefits

Loyalty bonus

Performance bonus

Yearly bonus

Company pension

Sick pay

Cycle to work scheme

Health & wellbeing programme

Additional leave

Company events

Qualifications

• At least 3 years of experience in an IFA/Wealth Manager practice.
• 12 months of experience as a Paraplanner.
• Ideally working towards Level 4 qualification.

Responsibilities

• Discuss client requirements with adviser.
• Analyse data as part of pre-advice research.
• Undertake cashflow forecasting.
• Provide technical support.
• Produce advice reports across a range of client needs.
• Involve in the Investment Committee.

Skills

Proficient in FE Analytics

Knowledge of cash calc

Strong knowledge of IO

Excellent organisational skills

Strong communicator

Good grammar and written skills

Attention to detail

Job description

Overview

PLEASE APPLY IF YOU HAVE AT LEAST 3 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 3 years, including at least 12 months as a paraplanner. You will ideally be a long way towards achieving 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

Job Details

• Job Type: Full-time
• Pay: £45,000.00-£50,000.00 per year
• Additional pay:
  • Loyalty bonus
  • Performance bonus
  • Yearly bonus
• Benefits:
  • Additional leave
  • Company events
  • Company pension
  • Cycle to work scheme
  • Health & wellbeing programme
  • Sick pay
• Schedule:
  • Monday to Friday
• Ability to commute/relocate:
  • London EC3V 3LL: reliably commute or plan to relocate before starting work (preferred)
• Experience:
  • IFA Administration: 3 years (required)
• Work Location: In person
• Expected start date: 11/08/2025