- PARAPLANNER who has had exposure to High Net Worth Clients, £500k to £10m, Enterprise Investment Schemes, DC Pensions Contributions, transfers and withdrawals, Onshore/Offshore Bonds Assignments, new money, withdrawals (partial and full surrenders), Protection - Estate planning, Relevant life, Tax year planning and- ISA funding and AEA utilisation.
- Has excellent communication skills both face to face and virtually, occasionally attends client appointments alongside the IFA.
- Is able to work in a team environment as well as being able to work independently and has the ability to work under pressure.
- Experienced in report writing and file keeping.
- Currently as a Paraplanner works closely with a team of IFA’s nationwide supporting predominantly HNW clients with their complex planning requirements / needs.
- Also manages the workloads of a team of Paraplanners.
Working toward the Diploma in Regulated Financial Planning, already passed RO1, RO1, RO4 and RO5. Currently studying towards RO2 and RO6.
Tel: 0782 111 9773
Adjusting Appointments Limited
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