About

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 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 (or progressing towards Chartered)Experience in a Paraplanning role within an IFAStrong technical skills and attention to detailThe role is offered on a full time basis with 4 days in office and 1 day from home.