Position Overview
We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking for a Senior Paraplanner to support their team of successful IFA's.
Role
To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial AdvisersAssist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planningAdvanced technical report writingDealing with wrap platforms and product providers to obtain information about existing and potential investmentsUndertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectivesCarry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the processUndertake reviews of client portfolios and compile annual suitability reports