Paraplanner to IFA Director
The Coast Partnership Ltd
An outstanding new role has arisen for an experienced and Technically proficient Paraplanner to join a respected Wealth Manager/IFA . This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 25 years.
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 (or progressing towards Chartered)
- Experience in a Paraplanning role within an IFA
- Strong technical skills and attention to detail
The role is offered on a full time basis with 4 days in office and 1 day from home.
To apply for this job please visit www.jobg8.com.