The team at the heart of our business
Our Paraplanning Team are an exceptional group of people and we consider them to be at the heart of our business.
They work closely with our advisers daily, delivering a first-class service and bringing to life the advice we provide to our clients through easy-to-digest, comprehensive reports. Their skills and expertise contribute towards us focusing on helping our clients achieve their goals and live the life they want to live.
We understand that no two clients are the same at LIFT and we are not your usual IFA. Our client bank is varied and exciting, from Premier League footballers to entrepreneurs with vast assets. As a result, we need talented, adaptable, focused individuals keen to progress in their careers and thrive in a fast-paced team.
In this role, you can make new friends, test your existing knowledge and skills, and give your career a LIFT.
There's plenty to get your teeth into
The role can vary daily, from compiling research, writing suitability reports, and carrying out technical calculations to answering technical queries. In the role you will do the following:
- Research financial products and/or investment funds,
- Prepare cash flow forecasts to demonstrate the client's income and outgoings and how this impacts their future plans
- Research tax and legislation changes and how this affects clients and
- Prepare annual review reports and advice/recommendation reports for clients.
This isn't an exhaustive list, though – and on top of all that, there will also be regular training and development to ensure you stay updated with industry regulations.
Rewarding your talent
Paraplanners are often the unsung heroes in the financial services industry, but they are much more than this at LIFT. Here at LIFT they are at the heart of what we do and are our superstars. To show we value our paraplanners, we offer an innovative and uncapped bonus scheme to reward hard work, efficiency and productivity.
About the role and our story
Paraplanner Job Description
Read the job description to find out more about the role.
Meet our Paraplanners
Delve into the day-to-day lives of our Paraplanners. In our recent podcast, we spoke to Caroline, Lisa and Rebecca about their roles and the many benefits on offer to any Paraplanners looking to start a career at LIFT.
We have a fantastic range of flexible benefits on offer to our colleagues.