OurclientaverywellestablishedwealthmanagerarenowlookingfortechnicallyproficientParaplannertojointhebusiness.
ThisisasuperbIFAParaplanneropportunitywithinoneofthemostfriendlyandgrowingpractices.
KeyResponsibilities:
AssistingahighproducingIFAPrincipal.
DealingwithWealthyprivateclientsportfolio's.
Attendclientmeetingsandrecordcomprehensivenotes
Draftdetailed,compliantsuitabilityreports
Conductproductandinvestmentresearch
Buildcashflowmodelsandsupportcomplexplanning
Liaisewithprovidersandmanagereviewprep
Playakeyroleinensuringaseamlessclientjourney
AboutYou:
Level4Diplomaqualified(
ExperienceinaParaplanningrolewithinanIFA
Strongtechnicalskillsandattentiontodetail
ITSkills
Fullycompetentinallthemajordesktopapplications(proficientinMicrosoftWord,ExcelandOutlooketc).
Previousexperienceusingreportwritingsoftwareisadistinctadvantage.
PreviousexperienceofallthemainPlatformsandIOwillbeadvantageous
Theroleisofferedonafulltimebasis
TPBN1_UKTJ