Paraplanner

Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices.

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 (

• Experience in a Paraplanning role within an IFA

• Strong technical skills and attention to detail IT Skills

• Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).

• Previous experience using report writing software is a distinct advantage.

• Previous experience of all the main Platforms and IO will be advantageous The role is offered on a full time basis