PA Paraplanner (Lincoln) Successful award winning Chartered IFA firm

Wealth Management
£20,000 to £27,000 Per Annum
Contract Type:

JOB DESCRIPTION: Personal Assistant/Paraplanner


Minimum Cert in Financial Planning, preferably fully or part Diploma qualified

Good I.T Skills

A minimum of 2 years industry experience working in an IFA environment as a paraplanner    

Duties –

Providing Paraplanner support to advisers, the role will primarily consist of:

Report writing

Suitability letters

Preparing business for submission

Logging of New Business

Organising adviser’s diary

Liaising with clients

Liaising with product providers

Chasing business through to completion

Monitoring adviser activity

Organising client reviews

Computer record keeping using the specialised IFA computer system

Scanning Documents on to Back Office System

Some General Office Administration Task’s

Hours of work            9am to 5.00pm

Holidays                      20 days + Bank Holidays paid leave increasing to 25 days with service

Salary                          Lincoln: c. £20,000 to £27,000 per annum (dependent on experience)                      


·         Discretionary Bonus

·         Four times Salary Death in Service

·         After 1 yr service contributory Income Protection via company Group PHI scheme (via salary sacrifice).

·         Group Pension Scheme 4% contribution after 3 months service.