Senior Paraplanner - Wealth/IFA, London Office

Financial Planning Today; Greater London; Ibrido; GBP 45.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bereavement leave

Company pension

Cycle to work scheme

Financial planning services

Sick pay

Descrizione del lavoro

Financial Planning Today in London is seeking an experienced office-based professional with direct wealth/IF A experience. The role involves client liaison, reporting, and support to directors, with a strong focus on Excel skills and initiative.

Candidates should have a mature CV in wealth/investment/pension areas and a track record in central London offices. The position is full-time, office-based at Chancery Lane with a pro rata option for shorter days.

Competenze

• Proficient in Excel and MS Office is essential.
• Experience in wealth, pension or IFA environment highly desirable.
• Strong communication and client-facing skills.
• Ability to lead and train a small office team.
• Excellent organisational skills and attention to detail.

Mansioni

• Liaise with clients and manage planning using Voyant.
• Compile client reports and gather information for reviews.
• Support directors with daily office operations and workflows.
• Oversee admin tasks including scheduling, correspondence, and client records on Intelliflo.
• Supervise staff, assist recruitment and onboarding when needed.
• Ensure FCA compliance and ad hoc reporting.
• Coordinate meetings, prepare agendas, and take minutes.

Conoscenze

Excel

MS Office

Strumenti

Voyant

Intelliflo

Descrizione del lavoro

Financial Planning Today in London is seeking an experienced office-based professional with direct wealth/IF A experience. The role involves client liaison, reporting, and support to directors, with a strong focus on Excel skills and initiative.

Candidates should have a mature CV in wealth/investment/pension areas and a track record in central London offices. The position is full-time, office-based at Chancery Lane with a pro rata option for shorter days.