Job Information

Ideally, you'll be an experienced Paraplanner holding the Diploma exams (or near to completing Diploma) and be able to deal with a variety of cases, report writing and IFA research on a daily basis, and be able to show initiative and work ethic within the role.  Some experience of working with Truth/Cashcalc software would be an advantage.  This opportunity would suit someone who likes working in a busy working environment and being part of a close knit team.

Duties:
Attend some client meetings alongside the Financial Planner and create meeting minutes in order to document a client's financial needs and objectives.
Maintain an ongoing relationship with the clients, keeping them informed and answering queries.
Carry out research and analyse products and services appropriate to each client's financial circumstances then discussing appropriate solutions with the Financial Planner.

This is a partial remote role 3 days in the office 2 from home