Paraplanner to IFA Director
other jobs Coast Specialist Recruitment
Added before 6 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
An outstanding new role has arisen for an experienced and Technically proficient Paraplanner to join a respected Wealth Manager/IFA . This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 20 years.
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 (or progressing towards Chartered)
*Experience in a Paraplanning role within an IFA
*Strong technical skills and attention to detail
The role is offered on a full time basis with 4 days in office and 1 day from home.
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 (or progressing towards Chartered)
*Experience in a Paraplanning role within an IFA
*Strong technical skills and attention to detail
The role is offered on a full time basis with 4 days in office and 1 day from home.
Job number 3448759
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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...