Paraplanner - Wealth Management IFA, Financial Services

Posted 1 week ago by Astral Recruitment

Our client is a successful National brand in Financial Services and due to their recent expansion plans they are looking for a number of Paraplanners to join their team

The purpose of this role is to provide paraplanning support to IFA's

You will support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following

Key responsibilities

  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the financial advisers to gain an understanding of the client requirements discussed and agreed.
  • Undertake quotes
  • Undertake the necessary research and analysis, including:
    • Fund analysis
    • Product comparison
    • Product analysis
    • Fund research
    • Charges analysis
  • Compile suitability reports

Job requirements

  • Financial Planning Diploma Qualified (or equivalent professional qualification).
  • Demonstrable paraplanning experience.

The role has been left a competitive for salary and we can negotiate on an individual basis

For more details please contact Jason at Astral

Required skills

  • IFA
  • paraplanner
  • para-planning
  • Suitability reports

Application questions

Do you have Level 4 Dip?
Are you an experienced Paraplanner?

Reference: 38900574

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