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IMMEDIATELY AVAILABLE - FINANCIAL ADVISOR / CO-ORDINATOR who has experience of working within an IFA Practice working with both new and existing clients. Most recently working directly with a portfolio of 350 existing clients, managing £13.
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.