Paraplanner - Remote working

• Assisting a high producing IFA Principal.
• Dealing with Wealthy private clients portfolio’s.
• Attend client meetings and record comprehensive 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

• Level 4 Diploma qualified
• Experience in a Paraplanning role within an IFA
• Strong technical skills and attention to detail

IT Skills

• Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).
• Previous experience using report writing software is a distinct advantage.
• Previous experience of all the main Platforms and IO will be advantageous

The role is offered on a full time basis Skills

• Paraplanning
• ifa
• paraplanner
• suitability report