As a Paraplanner your duties will include producing suitability reports, research, quotations, technical support, management of IFA's diary, client liaison as well as attending some, very infrequently, client meetings. The ideal person will hold the full FPC or equivalent (someone progressing would be considered), strong technical knowledge to include life, pension and investment policies, a flexible work ethic and having gained a number of years experience within relevant positions.
As a Paraplanner your duties will include producing suitability reports, research, quotations, technical support, management of IFA's diary, client liaison as well as attending some, very infrequently, client meetings. The ideal person will hold the full FPC or equivalent (someone progressing would be considered), strong technical knowledge to include life, pension and investment policies, a flexible work ethic and having gained a number of years experience within relevant positions.
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