Highly profitable, progressive IFA practice based in Bioshops Stortford requires an accomplished Paraplanner with a strong knowledge of Pension and Investment products to join their busy team.
The role will see you supporting Senior Consultants who provide holistic financial planning advice to a UHNW client bank. Your duties will include research, preparing suitability letters and annual reports and making recommendations for client meetings. As well as paraplanning there is potentially the opportunity to get involved in other areas such as the Investment committee, model portfolios, fund research, panel maintenance, compliance and technical strategy.
They are ideally looking for polished candidate with a positive outlook who can help the business grow. Candidates must be DipPFS qualified and have relevant paraplanning experience within an IFA environment. An excellent opportunity to develop your technical knowledge within an organisation offering clear, structured career development.