Paraplanner
other jobs Coast Specialist Recruitment
Added before 18 Days
- England,East of England,Essex,Colchester
- Full Time, Permanent
- £35,000 - £48,000 per annum
Job Description:
An outstanding new role has arisen for an experienced Suitability Report Writer/Paraplanner to join a respected IFA in the heart of Essex.
This is a superb IFA Paraplanner opportunity within one of the most 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 paraplanner 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 a competitive salary and range of benefits including hybrid working.
This is a superb IFA Paraplanner opportunity within one of the most 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 paraplanner 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 a competitive salary and range of benefits including hybrid working.
Job number 3674518
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metapel
Company Details:
Coast Specialist Recruitment
Company size: 10–19 employees
Industry: Financial Services
Coast was founded in 2006. Today, we are one of the UK’s leading recruiters to the Financial Services and Insurance job markets. Our head office...