Our client, a leading IFA practice are seeking a Paraplanner to join them on a full-time, permanent basis.
Due to growth our client is looking to add a Paraplanner to their team, where you will be required to provide a high level of technical support to a team of Financial Advisors, ensuring a high level of accuracy and attention to detail is maintained in your work at all times.
The ideal candidate will either be a fully-qualified (Level 4) Paraplanner or be working towards fully-qualified status with some exams under your belt, or have a minimum of 3 years’ providing administrative support to IFAs in a similar environment.
As part of the role our client will help support you towards further qualifications in the future.
Key Responsibilities:
- Complete research and cashflow modelling to support client advice
- Support all advisers in client meetings
- Being the first point of contact for clients on behalf of Advisers where possible
- Write suitability reports, including client review reports
- Complete all relevant administrative tasks where required
- Maintain product and industry knowledge
- Adhere to industry guidelines whilst maintaining compliance at all times
Key Experience:
- Previous experience as a Paraplanner or IFA Administrator in a Practice is necessary
- Fully-qualified or working towards fully-qualified statues with some RO exams under your belt
- Confident working across a team of Financial Advisers
- Min...