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Wells
This is an exceptional role for a successful paraplanner with FPC and previous experience of working within an IFA practice.
Based in prestigious offices in Wells, you will be required to provide full, pro-active support to one of two directors. The role is as follows:
*Providing full pre sales paraplanning support for your dedicated director.
*Preparing and producing clear and concise recommendation reports and suitability letters
*Efficient and pro active writing of client research.
*Effective communication with clients, advisers and providers.
*Being committed to achieving administrative/paraplanning and adviser targets.
Within the above, your key responsibilities
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