Paraplanner (Ifa)
Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products for clients.
Key Responsibilities
- Maintain an up-to-date knowledge of company policies and procedures, ensuring timely execution of adviser instructions
- Ensure all client documents and relevant correspondence is saved to client files
- Produce financial planning reports for consideration and signoff by advisers
- Analyse client portfolios/products and prepare cash flow analysis as required
- Provide accurate, technical research to support recommendations
- Be a point of technical reference for advisers
Experience
- Complex IHT and Estate Planning
- VCT, EIS and BR Products
- Pension/retirement planning
- Carry forward and lifetime allowance calculations
- Structured products and Trusts
Paraplanner (Ifa) in Harrow employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
