Paraplanner - Remote

Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices. Key Responsibilities: Assisting a high producing IFA Principal. Dealing with Wealthy private clients portfolio''s. Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct product and investment research Build cashflow models and support complex planning Liaise with providers and manage review prep Play a key role in ensuring a seamless client journey About You: Level 4 Diploma qualified ( Experience in a Paraplanning role within an IFA Strong technical skills and attention to detail IT Skills Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc). Previous experience using report writing software is a distinct advantage. Previous experience of all the main Platforms and IO will be advantageous The role is offered on a full time basis ..... full job details .....