Paraplanner - Top Wealth Management IFA, - Reading, Oxfordshire, United Kingdom, RG1
Our client is a successful and established National IFA currently looking to add a further Paraplanner to their team in Reading
To provide paraplanning support Financial Advisers and working with the IFA Administrators, to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.
Primary duties / Key Responsibilities
- Review fact finds, file notes, client risk profile questionnaires etc.
- Fund analysis
- Product comparison
- Product analysis
- Fund research
- Charges analysis
- Compile suitability reports
- Financial Planning Diploma Qualified (or equivalent professional qualification).
- Demonstrable paraplanning experience.
Base open to negotiation but circa £35000