Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further Paraplanner.
This is an amazing opportunity to join a truly dynamic team.
Role and Responsibilities
1. Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients.
2. To provide research support and solutions to the Financial Planning team.
3. Preparation of compliant advice reports, letters, and recommendations.
4. Liaising with the Financial Planner and Investment Team to provide recommendations and solutions.
5. Ensure all recommendations meet with company standards.
6. Complete calculations such as carry forward, Inheritance Tax, CGT etc.
7. Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.
8. Attendance at client meetings with the adviser - completing the detailed meeting file note.
9. Preparation and presentation to clients of cash flow models using Voyant software.
10. Assisting with the preparation / review of compliance documentation.
11. Attend weekly task meetings with advisers to provide updates on ongoing cases.
12. Bi-weekly Team meetings to review and agree priorities and workloads.
13. Peer review and assisting with training of trainee team members.
14. C...