Paraplanner

An outstanding new role has arisen for an experienced Suitability Report Writer/Paraplanner to join a respected IFA in the heart of Essex. This is a superb IFA Paraplanner opportunity within one of the most established HNW practices we have dealt with in over 20 years. Key Responsibilities: Dealing with Wealthy private clients portfolio's. Attend client meetings and record comprehensive paraplanner notes Draft detailed, compliant suitability rep...