This role is working with the MD of an exclusive IFA Practice.
Para-planners have the responsibility of being the initial contact for clients. The Para-planner’s role is to provide a high level of support to the Managing Director in their position of advising the clients. The main duties of this role are as follows:
• Undertake valuations and valuation summaries.
• Package adviser reports.
• Complete investment strategy documents and prepare as appropriate advisers’ suitability letters, LPA work, Wills and Probate work, SIPP reviews, and shadow report writing.
• Keep product and fund knowledge and application through investment strategies up to date, in order to select appropriate products for clients’ needs and circumstances.
• Takes responsibility and ownership of a client panel.
• Preparation for meetings, assisting the adviser in anticipating a clients’ needs and requirements.
• Client liaison, providing information where required and meeting general levels of service that the company adheres to.
• Appropriate research completed and on file to support any recommendations made by an adviser.
• Undertaking bespoke research and analysis when required.
• Comparisons and analysis of providers and products
For this role you will need to be qaulified to Dip PFS as a minimum or ideally chartered..
You must have previous Paraplanning experience.
This client will look at Part time hours as well.
please email me your cv consideration
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