← Back to opportunities
To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers
Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning
Advanced technical report writing
Dealing with wrap platforms and product providers to obtain information about existing and potential investments
Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives
Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process
About the Role
We are currently recruiting for a Chartered Financial Planning practice in Saffron Walden who are looking for a Senior Paraplanner to support their team of successful IFA's. They are looking for someone to run a pod of 1 adviser and 1 administrator.
Role
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
Apply for this Position