An opportunity for an experienced Paraplanner has arisen within a forward-thinking IFA practice in Brighton. During a period of key expansion, The Managing Director is looking for an experienced Paraplanner to support the Advisory team. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.
The team is working a flexible schedule with 1 day in the office.
The Opportunity
You will provide technical support to the Financial Advisers in all areas of finance, including pensions, mortgages, general insurance, tax, and investment management.
Researching the best solutions that meet each client’s financial needs.
You will undertake highly technical analytical work, including cash-flow forecasting and investment analysis
Review and update investments on behalf of clients
Attend client meetings where required with the Advisers
Review investment portfolio, asset allocation, risk profile, etc
To be considered?
Level 4 Diploma qualified or working towards this
Previous experience within a fast-paced IFA Practice
High level of analytical capability and good communication skills
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Paraplanner
