IFA Paraplanner: Wealth Planning & Client Reporting

The Coast Partnership Ltd; Essex; On-site; GBP 38,000 - 48,000; Full time

Job summary

The Coast Partnership Ltd seeks a technically proficient Paraplanner to support a well-established wealth manager in Essex. The role will involve detailed research, client meetings, and preparing compliant suitability reports for high net-worth clients.

You will build cashflow models, conduct investment research, and liaise with providers to ensure a seamless client journey. Full-time, Level 4 Diploma required with paraplanning experience.

Qualifications

• Level 4 Diploma qualified.
• Experience in a Paraplanning role within an IFA.
• Strong technical skills and attention to detail.

Responsibilities

• Assist a high producing IFA Principal.
• Deal with wealthy private clients portfolios.
• Attend client meetings and record comprehensive 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.

Skills

Paraplanning experience

Technical proficiency

Attention to detail

Education

Level 4 Diploma

Tools

Report writing software

Investment platforms IO

Job description

The Coast Partnership Ltd seeks a technically proficient Paraplanner to support a well-established wealth manager in Essex. The role will involve detailed research, client meetings, and preparing compliant suitability reports for high net-worth clients.

You will build cashflow models, conduct investment research, and liaise with providers to ensure a seamless client journey. Full-time, Level 4 Diploma required with paraplanning experience.