A superb Wealth Manager ( IFA) are keen to appoint an experienced Paraplanner on a hybrid basis to work 2 days in the London office and 3 days from home.
Role and responsibilities
- We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability report.
- The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:
- Analyse client information and existing investments/policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Be a point of contact for technical queries for CS and advisers
- Communicating with clients on research and report time scales
The role will offer a basic salary to c £45k with a supporting benefits package. The position will suit an experienced Paraplanner and is available immediately.