Paraplanner – Remote in Southampton

Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices. Key Responsibilities: Assisting a high producing IFA Principal. Dealing with Wealthy private clients portfolio’s. Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct…