Paraplanner

Walden Capital is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships. Their services include:

• Wealth Management
• Tax Planning
• Pension and Retirement Planning
• Estate Planning

Package Details:

The successful candidate will receive a Salary of £35,000-£45,000 Per Annum

Other benefits include:

• 25 days of base holiday.
• Private medical care after probation, with the option to add a partner at personal cost.
• 5% gross employer contribution to the pension.
• Health insurance providing 50% salary until retirement in case of serious illness.
• Four times life cover.
• Paid car parking.
• Discretionary bonus pool.
• Hybrid working option after probation (up to two days at home per week).
• Support for exams and personal mentoring.
• Bonus Structure

Duties and Responsibilities:

Your duties will include but not be limited to:

• Support the advice process, including client liaison and communication.
• Produce standard and customised reports, including suitability reports, meeting notes, and review letters.
• Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers.
• Attend client meetings, take notes, and follow up with actionable items.
• Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner.
• Work to deadlines, coordinating with operations and advisory teams to manage peak periods.
• Uphold regulatory compliance throughout the advice process.

The Ideal Employee:

The ideal candidate should possess the following:

• Minimum of 3 years of experience, preferably in an IFA environment.
• Level 4 Diploma or active progress towards it.
• Strong knowledge of financial services products, particularly pensions and pension legislation.
• Proficiency in client communication across various formats (face-to-face, written, verbal).
• Familiarity with Curo/Time4Advice and Transact platform (preferred but not essential).
• Ability to work efficiently in a busy environment and collaborate with colleagues.

Experience required: Minimum of 3 years of experience in a busy IFA practice

Qualifications required: Level 4 Diploma or active progress towards it.