Careers

We have an exciting opportunity for a Paraplanner and Financial Planning Administrator to join the MillionPlus Financial Planning Team.


Job Title: Financial Planning Administrator

Location: London 

To provide full, pro-active support to advisers within a UHNW Private Financial Planning company

Duties

  • Full administrative support for the adviser team
  • Support the Sales Process from initial client contact to fee reconciliation
  • Effective communication with clients and providers
  • Being committed to achieving administrative/paraplanning and adviser
  • Process all cases from inception to completion
  • Basic level of relevant product knowledge (Protection, Investment & Pension beneficial)

Qualifications and Experience

  • Educated to A –level standard
  • Working towards Certificate in Financial Planning
  • 2+ years IFA experience preferable
  • Experience of working with high net worth clients.
  • Use of WRAP and Platforms, Standard Life preferable
  • Working towards Certificate / Diploma of Financial Planning or equivalent qualified plus
  • Commitment to personal development and achievement of Diploma/Chartered Status

For more information and to apply for this role, please e-mail your CV to dean.foley@millionplusfp.com

Job title: Paraplanner

Location: London

To provide full, pro-active paraplanning support to 2 advisers and MD within a UHNW Private Client practice.

  • Support the Sales Process from initial client contact to fee reconciliation
  • Liaise with the compliance team for any pre- or post-sale requirements
  • Effective communication with clients and providers
  • Being committed to achieving paraplanning and adviser targets

Technical

  • Intermediate level of relevant product knowledge (Investment & Pension essential)
  • Research and writing of reports on pension, investment and protection business

Business Awareness

  • Understand the Paraplanning and support targets and how these work with the sales targets
  • Highlight potential sales opportunities and issues
  • To act in a compliant manner at all times

Qualifications and Experience

  • Educated to A –level standard
  • Financial Planning Certificate / Diploma
  • 3+ years IFA experience with experience of working with high net worth clients
  • Proven track record of providing excellent customer service
  • Experience of working with financial software (Intelligent Office, FE Analytics and Selectapension preferable)

For more information and to apply for this role, please e-mail your CV to dean.foley@millionplusfp.com