Our client is an esteemed IFA wealth management firm who are well known within the industry for their excellent standard of service.
Their growth over the last couple of years has been exponential and as a result they are looking for a experienced paraplanners.
Conducting
- Product Research - Ordering illustrations, fund performance
- Producing compliant reports (both standard and one off) for the Advisers, initially under supervision but eventually independently
- General Correspondence with clients and providers
- Portfolio valuations & reviews
Skills And Experience
- minimum of two years experience in a similar role at an IFA practice.
- A strong understanding of pensions and investments.
- Educated to a minimum of A level, or currently studying towards financial industry qualifications.
- Presentable and highly organised with a keen attention to detail.
- You will need excellent communication skills, both verbal and written.
- Strong organisational skills and the ability to manage your own work-flow and prioritise.
- The ability to work well as part of a team
- IT proficient (Excel, Word)
- Be self motivated