They were created as a result of their board’s disappointment with Private Banks and Financial Advisors. They concluded that these firms were more concerned with generating fees and commissions for themselves, rather than providing the committed service that successful, busy individuals and their families require. They are independent, their advice is impartial and their fee structure is transparent. Their approach is simple: They build trusted relationships and focus all their energy on helping you achieve your life goals, whatever they may be.
This is an excellent opportunity for someone with experience in an IFA to learn the skills required to become a successful paraplanner. Training and support will be provided as you work on suitability reports and fact finds with experienced, qualified paraplanners.
What is Needed
- Background as an administrator in IFA
- Working towards diploma qualifications
- Ambition to want to become a paraplanner