We are working with a successful financial services organisation in Altrincham to recruit for a Paraplanner to join their growing business.
Client Details
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.
Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive, diploma qualified Paraplanner to develop their career in the finance world.
Description
As Paraplanner, you will be responsible for producing suitability reports for clients, carrying out technical research and analysis for the production of detailed client facing reports, making recommendations to advisers. The collection, analysis and presentation of this data is carried out on behalf of its advisers.
The Paraplanner is also responsible for:
1. Oversight of work carried out by administrators, writing reports whilst gaining a good understanding of the advisory process so they can challenge and influence to find the right solution
2. Analysis of existing assets to identify improvement of client outcomes through offering of alternative products
3. Development and addition to existing processes to improve eff...