Job Description
An outstanding new role has arisen for an experienced Paraplanner to join a respeced IFA in Colchester.
This is a new IFA Paraplanner opportunity within one of the most established Essex based practices we have dealt with in over 20 years.
Key Responsibilities:
* 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 or technical role within an IFA
* Strong technical skills and attention to detail
The role is offered on a full time basis with salary from £40k +