Job Description
My client is a well-established Independent Financial Advisors with a strong ultra net worth client base. Due to acquisition of 2 other IFA businesses the group are now seeking additional Paraplanners. This is a hybrid role 3 days in the London office.
The role will involve attending client meetings, writing engagement letters, producing packs for clients, handling request for information, producing suitability reports, making amendments to contributions, withdrawals, drawdowns etc, producing calculations, handling new applications, completing provider forms, updating the databases and tracking event lists.
Experience in a paraplanning role is sought. Professional qualifications would be an advantage.
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