Paraplanner
other jobs Coast Specialist Recruitment
Added before 7 Days
- England,South East,Berkshire,Wokingham
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices.
Key Responsibilities:
*Assisting a high producing IFA Principal.
*Dealing with Wealthy private clients portfolio’s.
*Attend client meetings and record comprehensive notes
*Draft detailed, compliant suitability reports
*Conduct product and investment research
*Build cashflow models and support complex planning
*Liaise with providers and manage review prep
*Play a key role in ensuring a seamless client journey
About You:
*Level 4 Diploma qualified (
*Experience in a Paraplanning role within an IFA
*Strong technical skills and attention to detail
IT Skills
*Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).
*Previous experience using report writing software is a distinct advantage.
*Previous experience of all the main Platforms and IO will be advantageous
The role is offered on a full time basis and 5 days in the office.
Key Responsibilities:
*Assisting a high producing IFA Principal.
*Dealing with Wealthy private clients portfolio’s.
*Attend client meetings and record comprehensive notes
*Draft detailed, compliant suitability reports
*Conduct product and investment research
*Build cashflow models and support complex planning
*Liaise with providers and manage review prep
*Play a key role in ensuring a seamless client journey
About You:
*Level 4 Diploma qualified (
*Experience in a Paraplanning role within an IFA
*Strong technical skills and attention to detail
IT Skills
*Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).
*Previous experience using report writing software is a distinct advantage.
*Previous experience of all the main Platforms and IO will be advantageous
The role is offered on a full time basis and 5 days in the office.
Job number 3305824
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metapel
Company Details:
Coast Specialist Recruitment
Company size: 10–19 employees
Industry: Financial Services
Coast was founded in 2006. Today, we are one of the UK’s leading recruiters to the Financial Services and Insurance job markets. Our head office...