IFA Advice Support Professional

19 hours ago


Perth, Perth and Kinross, United Kingdom JohnstonGreer Full time

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

  1. Provide technical assistance and support to the team
  2. Assist in the compilation of advice documents
  3. Write reports and conduct research
  4. Communicate effectively with clients
  5. Ensure compliance with regulatory requirements
  6. 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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