Paraplanner to IFA Director

Posted 6 hours 56 minutes ago by The Coast Partnership Ltd

£40,000 - £50,000 Annual
Permanent
Full Time
Other
Hertfordshire, Ware, United Kingdom, SG111
Job Description

An outstanding new role has arisen for an experienced and Technically proficient Paraplanner to join a respected Wealth Manager/IFA . This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 20 years.

Key Responsibilities:

  • 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

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 4 days in office and 1 day from home.