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My client is an Independent Chartered IFA who due to organic growth, are looking for qualified Senior/Chartered Paraplanner to work alongside a director of the business. You must be technically competent across various products such as pensions, protection, investments, IHT, Estate planning and ideally Chartered or working towards this.
Responsibilities will include producing bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. The role is very hands-on, working in a fast-paced environment and being a key point of contact for clients alongside attending meetings as required.
You will play a pivotal role to the business and work in a highly collaborative working environment where your recommendations and experience will be highly respected. There is an opportunity for the role to develop in the future however the key focus will be working as a Chartered and Technical Paraplanner in a highly senior role being a No:2 to the Director.
If you are looking to work in a fast paced, challenging environment and be part of a high performing team and entrepreneurial Director, looking to showcase your technical skills then this is the right opportunity to help you achieve your career aspirations.
If you would like to be considered for this exceptional opportunity then please send your CV across to Ursula at Financial Divisions
