Our client, a well established, highly professional and reputable Chartered IFA firm is looking for an experienced and well qualified Paraplanner to work closely with the management team in providing technical and analytical support around their fund proposition.
The job holder will be dealing with a diverse range of funds and platforms and using analytical tolls such as Morningstar, Citywire and FE Analytics as well as pension transfers.
The candidate must have at least five years experience as a Paraplanner and possibly have advising experience too. You should be qualified to Chartered status, preferably including the Paraplanning qualification. Expertise should include tax based advice (EIS, VCT, BPR) as well as pensions, investments and protection related products. You should be highly versed in compliance matters and have excellent presentational skills - in writing and in person.