Providing full technical support to the Directors, Financial Planners & Financial Advisers you will assist in the delivery of bespoke solutions in all aspects of financial planning. Our client has been supporting their client’s financial decisions & preparation, across east Anglia for almost 30 years with excellent knowledge & a focus on delivering exceptional customer service.

The Position:

A varied role offering full technical & administrative support to the IFA team, typical duties will include:

  • Suitability report writing
  • Deal with wrap platforms and product providers to obtain details of existing & potential investments
  • Responsibility for issuing  regular valuation reports to clients
  • Involvement with the annual suitability review process
  • Responsibility for the production & issue of annual income drawdowns
  • Carry out in depth product research & analysis
  • Use FE analytics to research and analyse fund performance volatility & risk
  • Prepare cash flow plans for clients
  • Carry out tax calculations & give advice when required
  • Handle client queries help serve existing clients on a daily basis

Why should you apply? A fantastic opportunity to join a friendly team with a real passion for what they do, fantastic basic salary & benefits

What we’re looking for:

  • Previous experience in the industry as a Paraplanner
  • DipFA level 4 qualified or working towards this
  • Sound technical knowledge of the financial services industry as a whole
  • Excellent written & verbal communication skills