My client is a successful wealth management practice who are seeking a paraplanner to join their team.
Minimum of 1 years’ experience within an IFA organisation
R04 pension exam is desirable or working toward this qualification.
Previous Paraplanning experience which involved research and writing reports across investments, pensions, and personal/business protection
Working knowledge and experience of working with DB transfers.
Research whole of market advice and draft suitability reports
Review Fact Finds and Meeting Notes
Competent at using Microsoft packages and multiple systems