Well respected IFA practice is seeking a new Paraplanner for the team.

This is a really exciting opportunity for someone who wants to develop in a more technical capacity and work within a very professional and friendly team.

It would be advantageous if you have experience and knowledge of working with pensions, in particular flexible draw-down.
Part of the role will be to provide assistance to advisers in processing ongoing client review work.

Duties will initially include:

• Assisting client reviews, Helping with tax year end planning
• Gathering information for client meetings
• Technical research
• Processing withdrawal requests and fund switches, drafting bespoke suitability reports

Technical report writing and research using a variety of systems and platforms.

Looking ideally for someone Diploma and beyond.

You must have paraplanning experience to be successful in your application.

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