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Permanent

Paraplanner

Maidstone
money-bag 30000.00-30000.00 Annual
3085828646
Posted Yesterday

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 notesDraft detailed, compliant suitability reportsConduct product and investment researchBuild cashflow models and support complex planningLiaise with providers and manage review prepPlay a key role in ensuring a seamless client journeyAbout You:Level 4 Diploma qualified (Experience in a Paraplanning role within an IFAStrong technical skills and attention to detailIT 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 advantageousThe role is offered on a full time basis

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