Paraplanner

Description
To provide appropriate support for Financial Planning Managers
To facilitate the smooth processing of new and existing business
To advise a range of clients on advice related issues
To assist with the monitoring of compliance standards across the Financial Services department
Create and maintain effective working relationships with clients and colleagues
Prepare business generating documentation, including report writing

Essential
Full FPC
A minimum of 4 years IFA experience
Working knowledge of FS products
Working knowledge of 1st and Exchange

Preferred
G10, G20 and/or G60
Senior administrator experience or success as an adviser
Experience of dealing with High Net Worth clients