Our client is a leading IFA brokerage which is one of the few Retirement and Investment Specialists. Due to steady growth and expansion, they are seeking an experienced Para Planner to join the team. Successful candidates must be technically competent and possess the full FPC with AFPC or the equivalent being essential. The role will involve analysing information, and facts gathered from IFAs, conducting product research, producing suitability letters, maintaining compliant files, and liaising with providers and clients, whilst also acting as a referral point to other members of the team. This is an excellent opportunity for an individual looking for their next move with additional responsibilities.
Salary will depend on previous relevant experience and qualifications.