IFA Administrator & Trainee Paraplanner
Altrincham
Up to £30,000
A new and exciting opportunity is available with one of our Clients in the Altrincham area, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, High Net-Worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.
Key Responsibilities:
* Attend client meetings alongside the Financial Planners, create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives.
* Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
* Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist.
* Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist.
* Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
* Effectively use research and planning systems such as F...