Paraplanner to IFA Director

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.