This is a great opportunity to join a well established growing IFA as a Senior Paraplanner.
You will be working as part of a professional team of Paraplanners delivering report writing services to Private Client Partners, responsible for extensive research and documenting recommendations for clients. You will be liaising with product providers and staying up to date with products and developments.
You will need to have extensive knowledge of pre and post retirement planning, investments and taxation, an ability to articulate Partners requirements, research the market, produce strategic reports, work to regulatory requirements, understand client objectives, analyse portfolios, administer quotations, input all details onto back office systems ensuring accuracy and develop successful client relationships while working closely with other Paraplanners and Advisers.
You will need to be Level 4 qualified with previous Paraplanning experience dealing with HNW clients, knowledge of SIPP providers, experience with research tools such as Assureweb and Defaqto, proven quality report writing experience.
Our client offers a generous salary package, and professional working environment.
Please email CV to firstname.lastname@example.org for more information.