Paraplanner

3 Days Old

OurclientaverywellestablishedwealthmanagerarenowlookingfortechnicallyproficientParaplannertojointhebusiness.
ThisisasuperbIFAParaplanneropportunitywithinoneofthemostfriendlyandgrowingpractices. KeyResponsibilities: AssistingahighproducingIFAPrincipal. DealingwithWealthyprivateclientsportfolio's. Attendclientmeetingsandrecordcomprehensivenotes Draftdetailed,compliantsuitabilityreports Conductproductandinvestmentresearch Buildcashflowmodelsandsupportcomplexplanning Liaisewithprovidersandmanagereviewprep Playakeyroleinensuringaseamlessclientjourney AboutYou: Level4Diplomaqualified( ExperienceinaParaplanningrolewithinanIFA Strongtechnicalskillsandattentiontodetail ITSkills Fullycompetentinallthemajordesktopapplications(proficientinMicrosoftWord,ExcelandOutlooketc). Previousexperienceusingreportwritingsoftwareisadistinctadvantage. PreviousexperienceofallthemainPlatformsandIOwillbeadvantageous Theroleisofferedonafulltimebasis
AMRT1_UKTJ ...
Location:
Maidstone
Salary:
£50,000
Job Type:
FullTime
Category:
Accounting & Finance

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