Senior IFA Advisor Support Specialist
7 days ago
About the Role:
A seasoned Paraplanner is required to work with Private Clients across the full range of financial advice, including Investments, Protection, Tax and Retirement Planning. The ideal candidate will have experience in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.
Key Responsibilities:- Report Writing: Develop template-driven and bespoke reports for clients.
- Collaboration: Work closely with the Financial Planner to deliver high-quality advice and support.
- Database Management: Maintain accurate and up-to-date database information.
Requirements:
The successful candidate will have a strong background in report writing, excellent communication skills, and the ability to work effectively in a team environment.
Salary: £35,000 - £45,000 per annum, depending on experience.
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Senior Financial Advisor
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Care Support Specialist
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Environmental Sustainability Specialist
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