Trainee Paraplanner - Wealth Management IFA, Financial Services - City, London, United Kingdom, EC1A2
Our client is a successful local business in Financial Services and due to their recent expansion plans they are looking for a Paraplanner or Junior Paraplanner to join their team
The purpose of this role is to provide paraplanning support to the IFA's
You will 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
- Review fact finds, file notes, client risk profile questionnaires etc. as provided by the financial advisers to gain an understanding of the client requirements discussed and agreed.
- Undertake quotes
- Financial Planning Diploma Qualified (or near to it).
- suitability letter experience.
Saaalry circa £27-35000
For more details please contact Jason at Astral