Paraplanner - Remote working

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