OurclientaverywellestablishedwealthmanagerarenowlookingfortechnicallyproficientParaplannertojointhebusiness.
ThisisasuperbIFAParaplanneropportunitywithinoneofthemostfriendlyandgrowingpractices.
KeyResponsibilities:
* AssistingahighproducingIFAPrincipal.
* DealingwithWealthyprivateclientsportfolio's.
* Attendclientmeetingsandrecordcomprehensivenotes
* Draftdetailed,compliantsuitabilityreports
* Conductproductandinvestmentresearch
* Buildcashflowmodelsandsupportcomplexplanning
* Liaisewithprovidersandmanagereviewprep
* Playakeyroleinensuringaseamlessclientjourney
AboutYou:
* Level4Diplomaqualified(
* ExperienceinaParaplanningrolewithinanIFA
* Strongtechnicalskillsandattentiontodetail
ITSkills
* Fullycompetentinallthemajordesktopapplications(proficientinMicrosoftWord,ExcelandOutlooketc).
* Previousexperienceusingreportwritingsoftwareisadistinctadvantage.
* PreviousexperienceofallthemainPlatformsandIOwillbeadvantageous
Theroleisofferedonafulltimebasis
AMRT1_UKTJ
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