Paraplanner – Wealth Management IFA, Financial Services Job Description Template
Our company is looking for a Paraplanner – Wealth Management IFA, Financial Services to join our team.
- Product analysis;
- Charges analysis;
- Fund research;
- Undertake quotes;
- Undertake the necessary research and analysis, including: Fund analysis;
- Product comparison.
- Demonstrable paraplanning experience;
- Financial Planning Diploma Qualified (or equivalent professional qualification).