Paraplanner
The Coast Partnership Ltd

Paraplanner

The Coast Partnership Ltd jobs

An outstanding new role has arisen for an experienced Paraplanner to join a respected IFA in the heart of Suffolk. This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 20 years.

Key Responsibilities:

  • Dealing with Wealthy private clients portfolio's.
  • Attend client meetings and record comprehensive notes
  • Draft detailed, compliant suitability reports
  • Conduct product and investment research
  • Build cashflow models and support complex planning
  • Liaise with providers and manage review prep
  • Play a key role in ensuring a seamless client journey

About You:

  • Level 4 Diploma qualified (or progressing towards Chartered)
  • Experience in a Paraplanning role within an IFA
  • Strong technical skills and attention to detail

The role is offered on a full time basis with salary c £37-£45k

Skills
  • ifa
  • paraplanner
  • suitability report
Reference: 55996503
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