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 reports • Conduct product and investment research • Build cashflow models and support complex planning • Liaise with providers and manage review prep • Play a key role in ensuring a seamless client journey About You: • Level 4 Diploma qualified (or progressing towards Chartered) • Experience in a Paraplanning role within an IFA • Strong technical skills and attention to detail The role is offered on a full time basis with a competitive salary and range of benefits including hybrid working.