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Posted today, 5 May
Job ref: 32492
Full Job Description
The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs.
In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. You will build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take over clients as you grow as an individual as an option.
To be considered you must be an experienced Paraplanner with experience working within an IFA environment or provider. They could also consider someone with IFA support experience to develop as a trainee. You do not require to be diploma qualified, but this is preferable. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth.
In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP to discuss in more detail.
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