Our client is a long established chartered IFA. They focus on providing holistic independent financial advice to HNW private individuals and also some corporate clients.
Following a recent restructure they are looking for Paraplanner to join their existing IFA support team.
Amongst other duties, you will be required to conduct research, complete reports and cash flow forecasting. You will support the development of client relationships by attending client meetings when required and becoming a first point of contact for some clients. You will Regularly participate in team meetings establishing strong relationships with advisors and the administration team.
It is essential that you have experience in a paraplanning or technical role within an IFA or financial advice firm. You must have experience of third party research projects including platforms, fund research and report writing . You will need to be Diploma qualified, advanced qualifications or Chartered status would be an advantage.
The position offer’s excellent career progression with full support for further professional exams and a potential long term option of the opportunity of future career progression to become an IFA, if required.