Paraplanners & Administrators

Within weekly reach of London

Full- or part-time, Permanent

Paraplanners & Administrators

The Path, an IFA that specialises in ethical, green and positive impact investment strategies, is seeking Paraplanners & Administrators at all levels to join their highly motivated team. Our recruitment drive was recently featured in FT Adviser and other publications.

Though this advertised role is specifically for paraplanners and administrators, please feel free to send your CV in if you have experience working in an IFA environment and are motivated by our ethical stance.

The Role

To work with our senior advisers to handle client journeys from point of contact, through advice to fulfilment of their financial planning needs.

Would suit

Someone with experience working in an IFA environment
Someone wanting to fuel their career progression
Someone motivated by our core themes and impact investment

Primary duties:

Interacting with clients via phone and email

Document drafting (valuations, client reports, suitability, etc)

Updating and maintaining client records

Preparing quotations and illustrations

Interacting with product providers and platforms

Producing internal reporting and supporting compliance function

Drafting reports

All training on our software, templates and providers will be provided.

About You

Ideally you will have:

2+ years of paraplanning or administration experience in an IFA environment, or similar
Excellent MS office skills
Good telephone, email and communication skills
Experience maintaining client records in a software system
Ability to manage your time and organisational load
Whether you are already motivated by sustainability and ethical issues or not, an openness to, and an eagerness to learn about, these themes would be desirable.

We are only too happy to support your career progression. We pay our team market-leading rates. Meanwhile, they also take home the fact that they are doing good work for their clients and the planet.

About Us

We are The Path – at the forefront of a revolution in personal financial advice. We are seeking to recruit a number of advisory and administration staff, at various levels, to support the rapid growth of a new positive impact investment service.

We help customers align their pensions, savings and investments with their ethical beliefs. Many people do not realise that their financial decisions can have an enormous positive impact on the planet and its population. We are on a mission to change that.

Alongside the provision of financial security and capital growth to our clients, we have a clear focus on:

Positive environmental impact
Alignment with UN Sustainable Development Goals
Ethically-led investment strategy

As a company, we seek to walk the walk in every way possible too. From only using free-cycled office furniture, to giving 25% of our profits to causes that benefit the planet, and in many other ways, we are always seeking to do more and stay true to our core values.

Benefits

Flexible working hours
Work from home opportunities

Experience

Financial Services: 2 years+

APPLY

Please complete the form below and don’t forget to attach your CV. We will endeavour to get back to you as soon as possible.

CV UPLOAD
Accepted file formats are .doc, .docx, and .pdf

Other vacancies

Junior Financial AdviserS

To work with our senior advisers to handle client journeys from point of contact, through advice to fulfilment of their financial planning needs.

Senior Financial AdviserS

To work with Path customers to understand and fulfil their financial planning needs, within a positive impact and sustainability overlay.

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The Path Financial Ltd. Registered in England. Company No. 11583740. Registered office address: The Path Financial Ltd, Watch Oak, Battle, TN33 0YD

Authorised and regulated by the Financial Conduct Authority.

The Path is entered on the Financial Services Register https://register.fca.org.uk under reference 827270.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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