A growing IFA practice based in Fareham is looking for a Paraplanner to join their team.
The successful candidate will be responsible for providing a highly technical and professional level of service. Duties will include preparing client files and ensuring that all information and paperwork is present and compliant, undertaking research and liaising with third parties to prepare draft recommendations, preparing suitability letters and implementing recommendations, and acting as a main point of contacts for any client queries.
The successful Paraplanner will have experience gained in a similar role. A strong knowledge of financial services and financial planning is essential along with excellent report writing skills.
You will be QCF Level 4 Qualified Diploma in Financial Planning or have a Certificate in Paraplanning; any additional, relevant qualifications would be advantageous.