This role is key within the financial planning/advisor team. The right individual will have at least 2 years experience of working within an IFA, ideally already Paraplanning or working in a Senior Support role.
Our client is whole of market and directly authorised, a true IFA. You will be working mostly with pensions and investments for high net worth individuals
You will be required to complete compliant suitability reports for the Financial Planners, with whom you will be working on very closely. On occasions you will also research the most suitable products for clients on behalf of the financial advisor. Training and support will be giving in these areas. Other responsibilities include Administration support, contacting Providers, answering client queries, diary management etc.
All support for qualifications will be given, ideally you will already have passed some Diploma papers. Candidates must have previous experience of writing suitability reports.
Working under pressure and within tight deadlines is an absolute must within this role. This is a first class opportunity to work within a premier wealth manager, one where you will be able to showcase your skill sets and be an important part of the team.