Paraplanner
The Coast Partnership Ltd
Paraplanner
5 days ago by The Coast Partnership Ltd
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
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Reference: 55996503