IFA Advice Support Professional
19 hours ago
Role Summary
We are looking for a skilled Paraplanner to join our team, supporting IFA advice and investment planning for uHNW and HNW clients. This role involves working on complex cases involving IHT planning and cashflow modeling.
Responsibilities
- Provide technical assistance and support to the team
- Assist in the compilation of advice documents
- Write reports and conduct research
- Communicate effectively with clients
- Ensure compliance with regulatory requirements
- Liaise with internal stakeholders
Requirements
To excel in this position, you will need:
- A minimum of Level 4 industry exams
- Several years of experience in a similar technical role
- Excellent organizational skills and a proactive approach
What We Offer
In addition to a competitive salary and benefits, we offer opportunities for growth and development in a dynamic and supportive environment.
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