Posted 17 October by MB Fitzgerald
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A long established and highly profitable financial advisory practice based in Surbiton require a DipPFS qualified experienced Paraplanner to join their team. They have been established for over 20 years and provide a bespoke passive investment service to many HNW professional clients in the South East. You will be required to provide a comprehensive support service to the advisers and private clients. The overall aim being to provide a first class back office service which supports and compliments the companies unique client proposition.Duties include: Submission and processing of new business, annual client reviews, SIPP drawdowns, researching available products, writing of suitability reports, updating clients personally. You will ideally be qualified to Diploma level and have at least 3 years experience of working as a Paraplanner within a recognised IFA firm, although more junior candidates wi report writing experience will be considered . You should be well presented and comfortable in dealing with clients from a HNW background. In return you will be paid a very competitive salary, excellent bonus, a generous benefits scheme and good career development opportunities.

Reference: 32130840

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