Paraplanner - Chartered IFA Practice
We are recruiting for a HNW IFA practice looking for a Paraplanner. The role has the responsibility of being the initial contact for initial client contact and is to provide a high level of support to the advisers.
Duties include Undertaking valuations and valuation summaries, packaging adviser reports and completing investment strategy documents. You must keep product and fund knowledge up to date, in order to select appropriate products for clients’ needs and circumstances.
You must be an experienced Paraplanner and have excellent communication skills in order to fulfil this role. You must also be diploma qualified and be experienced in working for a professional IFA environment.
This is an excellent opportunity to work for a highly reputable employer and HNW clients and develop your career.