Full job descriptionOur 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