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Form of workParaplanner: Your Pathway to Success with a Leading IFA Business
Are you a Senior Paraplanner with a wealth of knowledge in private wealth advice? Join a nationally recognised IFA business, where your expertise will be valued and your career can flourish as they continue grow into 2024 and beyond.
Salary for a Paraplanner is up to £40,000
Your Role:
- Provide consultative paraplanning across complex private wealth advice and caseloads.
- Engage in cashflow modelling and client lifestyle planning.
- Construct financial advice and produce suitability reports for a diverse clientele.
- Actively participate in case conferences and client meetings.
- Perform tax calculations and maintain CRM and system accuracy.
Who We’re Looking For:
- Experienced in paraplanning with a knack for supporting IFAs in research and report writing.
- Technical savvy with a comprehensive understanding of the private wealth product spectrum.
