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The Role
Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home).
- To ensure the advice you provide is considerate to the client and appropriate.
- You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports.
- To successfully deliver high level, complex reports.
The Candidate
- Paraplanning experience within an IFA or broad restricted firm
- Holds level 4 diploma in financial planning
- A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs.
- Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation
- Knowledge and experience with research tools & cashflow modelling.
The Rewards
- The salary will be dependent on experience and very completive.
- A range of employee benefits
