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Macaulay Edwards Independent Financial Consultants Limited Jobs

IFA Support – Paraplanning

Macaulay Edwards Independent Financial Consultants Limited - Cheltenham - Updated: 14-06-2019

We are a well-established, friendly, Cheltenham based IFA practice seeking an enthusiastic, experienced person working as a paraplanner/senior administrator within a current IFA practice. Key Tasks Company/Product/Fund Research on a structured basis up to and including final decisions by committee regarding the selected solution. Compliance at both a firm and client level. The ability to compile and write client facing reports – IMPORTANT this is not Suitability Report writing. Cashflow planning and analys...