Paraplanner (Ifa)
Advertised by: Artemis Recruitment Consultants
Harrow | On premise | £30,000 - £40,000
Permanent | Full-time | 2331217
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
