My client are a privately owned company who are completely independent of any fund management house, insurance company or any bank, who’s interests fall solely on their clients. They are a business who care about what they do, utilise cutting edge technology and aim, in the future, to provide an advisory service that caters for all aspects of financial planning.
If you are interested in the role, please contact me on 01179 304820 or at Katie.email@example.com
Your responsibilities will include:
-To write a combination of full financial planning reports and fund switch/review reports
-To utilise Truth for cash flow modelling
-Completing research including performance/charges information and O&M research
-Ensuring suitability templated are up to date in line with the changes in legislation
-Central Research and Due Diligence records are kept up to date and maintained for business
The experience you need:
-Experience of working in an IFA environment as a Paraplanner
-Previous experience in using Truth or O&M, would be ideal
-Attention to detail and a high level of accuracy
-A high standard of written and numerical skills.
-Experienced in using Microsoft Office
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