Paraplanner, Senior IFA Support Specialist
7 days ago
The role involves providing technical support to IFAs in a busy Perth office.
Key responsibilities include writing reports, creating letters, following up on client queries, and conducting market research on behalf of advisers.
", "Requirements": "To be considered, applicants must have experience working within an IFA environment and be diploma qualified or willing to work towards it.
Successful candidates will be offered a competitive salary, benefits, and bonus, as well as the opportunity to work in a close-knit, supportive team.
", "Job Summary": "As a Senior IFA Support Specialist, you will be responsible for providing technical support to IFAs in a busy Perth office.
Key responsibilities include writing reports, creating letters, following up on client queries, and conducting market research on behalf of advisers.
", "About the Role": "The role involves working within an IFA environment and providing technical support to advisers.
You will be responsible for writing reports, creating letters, and following up on client queries.
Successful candidates will be offered a competitive salary, benefits, and bonus.
", "Benefits": "Successful candidates will be offered a competitive salary, benefits, and bonus.
Opportunities for further exams and qualifications will also be provided.
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Paraplanner, Senior IFA Support Specialist
1 month ago
Perth, United Kingdom Eden Scott Full timeAbout the RoleWe 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...
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Paraplanner, Senior IFA Support Specialist
1 month ago
Perth, United Kingdom Eden Scott Full timeAbout the RoleWe 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...
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Paraplanner, Senior IFA Administrator
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