Our client, a well established IFA, is looking for a Level 4 qualified Paraplanner with 3+ years of experience to join their team.
You will be responsible for working alongside the Financial Advisers, report writing, inheritance tax planning including discretionary and absolute trusts, reports for investments, completing financial review documents, administering ISAs, onshore and offshore bonds, retirement planning, and Unit trusts. You will be attending client meetings to assess financial goals, and analysing best financial outcomes. Reporting solutions, strategies and recommendations to IFAs.
Keeping up with compliance regulations is essential as is staying up to date with our clients production offerings.
You will need to have excellent communication skills both written and verbal, be able to work as part of a team, have strong problem solving ability and be an adept financial strategist.
Please email your CV to email@example.com to be considered.