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| Job Location | Livingston |
| Education | Not Mentioned |
| Salary | £32,000 - £36,000 per annum, negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time or part-time |
Job DescriptionThe RoleOur client is seeking a Paraplanner or an Administrator who wants to progress into a Paraplanner for this is a critical role Youll be working and supporting an Independent Financial Adviser. Responsible for researching, analysing and compiling reports,you will deliver advice and provide ongoing services to new and existing clients.If you are seeking the chance to unlock your true potential with an organisation that helps you play to your strengths helping you to develop personally and professionally then apply to work with colleagues who want to make a differenceThe CompanySmall independent IFA firm offering a high level of service to their private clients.ResponsibilitiesUndertake investment portfolio analysis, including asset allocation analysis in line with the stated attitude to riskCompile investment, pension and protection illustrations, projections and associated documentationPrepare suitability reports, and client service agreement letters and assist in checking valuationsEnsure client files comply with both FCA regulations and internal policy and procedureRequirements
Keyskills :
Finance TeamFinancial ServicesInvestmentsParaplanningReports