£30000 - £50000 Per year
Paraplanner
Full Time
Job Description
- Providing full technical support to the IFA team
- Assisting with the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning
- Carrying out in depth product research and analysis to prepare financial planning reports
- Preparing cash flow plans for clients and assisting with the presentation in client meetings
Required Knowledge, Skills, and Abilities
- Proven experience as a Paraplanner, with the ability to write technical reports
- Ability to demonstrate a sound technical knowledge of the financial services industry
- Ability to cope well I a busy working environment
Reference no: 93818