IFA Sales Support/Paraplanner
A fantastic opportunity has arisen for an experienced sales support/Paraplanner who is adept at dealing with HNW clients, to join a leading Financial Planning firm based in St Albans. You will provide technical support to their top advisers and clients and have good Investment and Pensions knowledge.
- Working alongside advisers, carrying out technical research in preparation for client meetings.
- Assess the client’s objectives and carry out research to identify suitable solutions to meet their needs.
- Draft recommendation reports/letters for review and sign off by the advisers.
The successful candidate will be an experienced sales support/paraplanner, confident in dealing with HNW clients, with a first class track record in providing sales support to advisers. You will be working toward the Diploma qualification and will have some Financial Services qualifications, with strong knowledge of all investment and pensions’ products.
If you are looking for the next move in your career, get in touch to find out more about this and other roles we are working on.