The Coast Partnership Ltd seeks a technically proficient Paraplanner to support a well-established wealth manager in Essex. The role will involve detailed research, client meetings, and preparing compliant suitability reports for high net-worth clients.
You will build cashflow models, conduct investment research, and liaise with providers to ensure a seamless client journey. Full-time, Level 4 Diploma required with paraplanning experience.
#J-18808-Ljbffr
IFA Paraplanner: Wealth Planning & Client Reporting in Essex employer: The Coast Partnership Ltd
Join a prestigious UK law firm located in the heart of the City, where you will thrive in a dynamic and supportive work environment. With a strong emphasis on professional development, this role offers excellent opportunities for growth within the Real Estate team, alongside a flexible hybrid working model post-probation. Experience a collaborative culture that values your contributions and fosters meaningful client relationships.
