Our client, a small, professional and extremely successful IFA practice, giving advice to an attractive portfolio of wealthy clients is looking for an experienced, dedicated and committed technical career paraplanner. The role is working alongside two of the firm’s IFAs who give pensions and investment advice. The company has £120 million funds under management. The role will involve writing bespoke and detailed reports, using 1st Software and Swift Enterprise FastTrack for portfolio valuations; asset allocations. You will also be involved in estate planning support, final salary and time based work. All clients are private wealth individuals. This is a full time role, Monday – Friday 9-5 plus benefits and 25 days holiday + Christmas. Our client will fully support the job holder in terms of personal career development. A minimum of Diploma in financial planning is required for this role with the option to work towards Chartered Status if desired.
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