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Paraplanner

Posted 5 January by MB Fitzgerald Ended

A long established and profitable IFA based in Watford are currently in the market for an experienced Paraplanner to join their busy team. Your role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services the client needs, acting as the point of contact for all non-advice matters and technical queries. The successful candidate will work to ensure that the Financial Planners and the team achieve their objectives, delivering a high quality of service to clients. To be considered for this role, you must be able to demonstrate a breadth of understanding of the private client industry including pensions, investment and protection related products and services. You will have successfully attained DipPFS (or close to). You will have working in a paraplanning role within an independent firm and have the ability to produce reports covering Pension, Investment, IHT and Protection arrangements. This is a challenging and rewarding role where you will work with high calibre individuals.

Reference: 33285290

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