Anthony Alexandra
Lewes, East Sussex
20 Jul 2017
19 Aug 2017
Contract Type
Full Time

Are you keen to secure an intriguing client focussed Paraplanner role within a leading Wealth Management firm?

Anthony Alexandra are working in alliance with a well-respectedFinancial Advisory business who are currently recruiting an innovative Paraplanner to join their dynamic team. This is a fantastic opportunity for you to join a fast-developing regional Financial Services firm who focus on providing a 1st class financial advice and investment management service to high net worth professionals.

The successful candidate will be responsible for a range of duties including: -

  • Supporting experienced Financial Advisers
  • Attending client meetings with the Adviser
  • Suitability letters / Reports
  • Technical Research
  • Working with Pensions, Investments and Protection products
  • Research (or assisting with) the best solutions that meet each client’s financial needs.
  • Produce quotes, letters, reports and supporting evidence for consideration by the client

This opportunity would suit a candidate who is client focussed and has the following skills and experience: -

  • Previous experience within a Paraplanner or Technical IFA Support role.
  • Level 4 Diploma qualified or achieved professional qualifications
  • Good working knowledge of an IFA, their services and products