Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges?
In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.
Ideally you will have a background in a similar role with Financial Services qualification too.
Key Responsibilities & Main Tasks
Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners
Preparation of client review paperwork to include fund and product research using appropriate financial systems
Compilation of financial cashflow forecast
Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios
Liaise with Product Providers / Third Parties regarding any technical queries
Review asset allocation for any Platform based holdings
Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio
Attend client meetings with the Financial Planners, as required
Preparation of required suitability reports, including solution design in conjunction with the Financial Planner
Obtain key features documents, factsheets, illustrations and Exchange ...