Paraplanner (Ifa)

Paraplanner (Ifa)

Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products for clients.

Key Responsibilities

• Maintain an up-to-date knowledge of company policies and procedures, ensuring timely execution of adviser instructions
• Ensure all client documents and relevant correspondence is saved to client files
• Produce financial planning reports for consideration and signoff by advisers
• Analyse client portfolios/products and prepare cash flow analysis as required
• Provide accurate, technical research to support recommendations
• Be a point of technical reference for advisers

Experience

• Complex IHT and Estate Planning
• VCT, EIS and BR Products
• Pension/retirement planning
• Carry forward and lifetime allowance calculations
• Structured products and Trusts

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk