Paraplanner

The Coast Partnership Ltd

Screened

Tovil, South East

£50,000

Posted 2 days ago

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About the role

OurclientaverywellestablishedwealthmanagerarenowlookingfortechnicallyproficientParaplannertojointhebusiness.

Do you have the skills to fill this role Read the complete details below, and make your application today.

ThisisasuperbIFAParaplanneropportunitywithinoneofthemostfriendlyandgrowingpractices.
KeyResponsibilities:
AssistingahighproducingIFAPrincipal.
DealingwithWealthyprivateclientsportfolio's.
Attendclientmeetingsandrecordcomprehensivenotes
Draftdetailed,compliantsuitabilityreports
Conductproductandinvestmentresearch
Buildcashflowmodelsandsupportcomplexplanning
Liaisewithprovidersandmanagereviewprep
Playakeyroleinensuringaseamlessclientjourney
AboutYou:
Level4Diplomaqualified(
ExperienceinaParaplanningrolewithinanIFA
Strongtechnicalskillsandattentiontodetail
ITSkills
Fullycompetentinallthemajordesktopapplications(proficientinMicrosoftWord,ExcelandOutlooketc). xwzovoh
Previousexperienceusingreportwritingsoftwareisadistinctadvantage.
PreviousexperienceofallthemainPlatformsandIOwillbeadvantageous
Theroleisofferedonafulltimebasis

About this listing

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