Job Description
About the Company
Our client, a UK wide national Financial Services company are now looking to expand their Bristol function and so are looking for Paraplanners to help service their growing client book.
About the Role
You will provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.
Responsibilities
1. To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
2. To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
3. Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.
4. Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
5. To ensure that the customer experience follows TWP defined standards and TCF is always maintained.
6. To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
7. Update workflow records to facilitate t...