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Coast Specialist Recruitment
,
London, Greater London
Paraplanner who wants to train as an IFA- London HNW Practice
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
This is a rare quality position within a highly reputable practice. If you are an experienced paraplanner with aspirations of becoming an IFA then this position isn't one to be overlooked. Duties & responsibilities (not limited to): Working closely with an established IFA A client bank will be provided to you along with new business opportunities Preparing highly technical & bespoke suitability reports Attending client meetings Research & analysis of financial products to meet Client requirements Preparing recommendations & implementing client recommendations Cashflow modelling The Person: Level 4 Diploma or close to completion. Experienced in dealing with High Net Worth clients (desirable) Strong technical knowledge (desirable) The role is availabnle immediately for interview.