Paraplanner

Financial Divisions; Watford; Hybrid; GBP 40,000 - 65,000; Full time

Job summary

An established industry player is looking for a qualified Paraplanner to join their award-winning financial advice firm in Watford. This role offers a unique opportunity to support advisors in providing comprehensive financial planning services to ultra-high net worth clients. As part of a progressive team, you'll engage in portfolio analysis, client communication, and develop essential documentation. The firm values ongoing professional development and offers a supportive environment for your career growth. If you are passionate about finance and eager to make a significant impact, this opportunity is perfect for you.

Benefits

Professional development support

Flexible working hours

Occasional work from home

Qualifications

• Must be diploma qualified, with at least 3 years IFA experience.
• Experience in financial planning or wealth management is essential.

Responsibilities

• Write annual reviews and suitability letters for clients.
• Liaise with clients regarding technical replies and queries.
• Transact and manage client data effectively.

Skills

Diploma in Financial Planning

IFA experience

Portfolio analysis

Client communication

Education

Diploma in Financial Planning

Tools

Nucleus

Fidelity

Job description

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Base pay range

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Paraplanner to Advisor Opportunity - £40,000 - £65,000K - Watford

Qualified Paraplanner route to Advisor

Watford, North Hertfordshire

Would consider Part Time Applicants

Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up t0 150m+.

This role offers a great opportunity for the right candidate to come and work for a progressive, award winning independent financial planning firm set in a beautiful location. They have built a fantastic reputation in the IFA/ Financial Planner community.

Due to growth the Director is creating a brand-new role within the business for a Paraplanner The role will be office based with the occasional days working from home.

As a paraplanner, your work will consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting. Advice will cover pensions, investments, tax planning, IHT, mortgages and some protections to clients across the London and home counties region. They also offer advice on Wills, Trusts and Estate planning to help with inter-generational planning.

The Position – Qualified Paraplanner

• Must be diploma qualified, but will consider applicants with a 1 or 2 exams outstanding
• Have at least 3 years IFA experience

Responsibilities:

• Write annual reviews.
• Write suitability letter
• Update templates as required and after Budgets
• Developing all template and client facing materials
• Updating IO with client data, emails, docs and tasks
• Client – liaise with clients regarding technical replies, end of tax year queries, factual information, getting permission to sell down to withdraw income and lump sums.
• Transact, Nucleus and Fidelity key liaison.
• Understand all platforms and how they work.

Applicants for this role should have prior experience of working in a financial planning or wealth management firm, you will be supported through your development with financial contributions towards further learning.

To apply for this role and to have a further discussion about what this opportunity can bring you, please send your full CV and contact details to [e-mail] and you will receive a phone call to explore this role further.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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