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
Paraplanner - Remote in London employer: The Coast Partnership Ltd Careers
Join a prestigious law firm in London that values its employees and fosters a supportive work culture. As a Conveyancing Assistant, you'll benefit from comprehensive training, opportunities for career growth, and the chance to work alongside experienced professionals in a dynamic environment. With the potential for hybrid working after your probation, this role offers a perfect blend of professional development and work-life balance.
Contact Details:
The Coast Partnership Ltd Careers Recruitment Team
