Para Planner / London / Hybrid
The Role
Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home).
To ensure the advice you provide is considerate to the client and appropriate.
You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports.
To successfully deliver high level, complex reports.
The Candidate
Paraplanning experience within an IFA or broad restricted firm
Holds level 4 diploma in financial planning
A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs.
Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation
Knowledge and experience with research tools & cashflow modelling.
The Rewards
The salary will be dependent on experience and very completive.
A range of employee benefits