An outstanding new role has arisen for an experienced and Technically proficient Paraplanner to join a respected Wealth Manager/IFA. This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 25 years.
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 (or progressing towards Chartered)
* Experience in a Paraplanning role within an IFA
* Strong technical skills and attention to detail
The role is offered on a full time basis with 4 days in office and 1 day from home.