Paraplanner, Senior IFA Support Specialist

1 month ago


Perth, United Kingdom Eden Scott Full time
About the Role

We are seeking an experienced Paraplanner to join our busy Perth office, supporting our team of IFAs in delivering exceptional client service.

As a key member of our team, you will be responsible for providing technical support to our advisers, including writing reports, creating 'reasons why' letters, and conducting market research on behalf of our clients.

Your primary duties will focus on leveraging your strengths and areas of interest to drive your career and aspirations.

Requirements
  • Proven experience working as a Paraplanner within an IFA environment
  • Ability to work towards or hold relevant qualifications, such as a diploma
  • Dynamic, hardworking, and committed individual with a focus on exceeding client expectations
What We Offer

We provide an excellent salary, benefits, and bonus package, as well as opportunities for professional growth and development.

You will be part of a close-knit, supportive team and have access to further training and development opportunities.



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