Paraplanner - Remote working - #2151919
The Coast Partnership Ltd
Date: 1 hour ago
City: Birmingham
Salary:
£40,000
-
£50,000
/ year
Contract type: Full time
Work schedule: Full day
Our client a very well established Wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices.
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
- 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
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