Paraplanner - Research & Strategy for Senior Partners
Foster Denovo
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Benefits offered by this job
Job summary
Foster Denovo in the UK is seeking a Paraplanner to provide research and advice to Partners, including Recommendation and Strategy reports. You will contribute to high-level, client-centred reporting written with the client in mind.
This role supports Partners to focus on relationships and business development. The successful candidate will be Level 4 qualified, with Paraplanning experience in an IFA environment, and a proven ability to deliver quality research and client-friendly advice while
Qualifications
- Level 4 qualified
- Experience as a Paraplanner within an IFA environment
- Proven ability to conduct research and write Recommendation reports
- Focus on client-friendly delivery while meeting Compliance needs
Responsibilities
- Provide research and advice to Partners including Recommendation and Strategy reports
- Deliver high level, complex reports written for clients
- Maintain exceptional client service and comply with regulatory requirements
Skills
Education
Job description
Foster Denovo in the UK is seeking a Paraplanner to provide research and advice to Partners, including Recommendation and Strategy reports. You will contribute to high-level, client-centred reporting written with the client in mind.
This role supports Partners to focus on relationships and business development. The successful candidate will be Level 4 qualified, with Paraplanning experience in an IFA environment, and a proven ability to deliver quality research and client-friendly advice while
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