IFA Paraplanner
£35,000 to £40,000 plus benefits
Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.
Responsibilities
* report writing (template driven and bespoke)
* working closely with the Financial Planner
* liaising with other team members regarding research and valuations
* fund and product research
* compliance
* database work
* good level of client contact
* utilisation of platforms and research tools
You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.
#J-18808-Ljbffr