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Paraplanner - Chartered IFA

Posted 22 February by Blakemore Recruitment Easy Apply Ended

A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in the City. You will provide technical support to the advisers of the firm and also to internal team members

Key Duties include:

  • Provision of full pre sales paraplanning support for Advisors, ensuring that suitability letters and new business illustrations are accurate, concise, and timely
  • Maintain a good understanding of overall technical knowledge
  • Preparing reports and recommendations in line with Advisers findings
  • Technical research for fund and product recommendations
  • Liaise with key individuals within the business where necessary
  • Ensure that accurate Client records are updated and maintained effectively
  • Supporting the Advisers with ad hoc queries and tasks

The successful candidate will be an experienced paraplanner, confident in dealing with HNW clients. You will have strong knowledge of all investment, life and pensions products/legislation. In addition, someone with leadership / management experience and more than just a Paraplanner as this role would evolve and include a bit of compliance, marketing etc.

Required skills

  • HNW
  • Investment
  • Paraplanning
  • Technical Research
  • Wealth Management

Reference: 34532200

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