Paraplanner - Report Writer - Experienced or Trainee's considered
MB Fitzgerald are currently working with a well-established firm of Independent Financial Advisers and DFM's to recruit an additional Paraplanner to support their Advisers.
The firm have recently changed their support structure so that each Wealth Manager works in a pod with one Administrator and one Paraplanner. They specialise in providing Pension and Investment Advice to HNW individuals though they also advise on IHT, Tax, Protection etc.
Your main responsibility will be to write detailed suitability reports, so previous experience of Report Writing for an IFA/ Financial Planner is essential. You should have a good working knowledge of Pension and Investment products and any progress towards the Diploma Financial Planning would be advantageous but is not essential. Other responsibilities will be researching suitable funds, Calculations, dealing with client/ network queries etc.
The business offer full support towards exams and study materials, should you wish to take them. Salary is between £25K and £32K.
This role would suit an experienced Paraplanner or perhaps a Senior IFA Administrator who has Suitability Report Writing experience and is looking for some progression.