We are currently recruiting for a Financial Planning practice in St Albans who specilaise in Biblical advise. They are currently looking to recruit a Paraplanner to join their team.
Responsibilities;
Planner Support
* Work collaboratively with the Planner as part of the financial planning process to provide a high quality service to clients and thris parties.
Client Servicing
* Establish client relationships recognising / appreciating their level of knowledge, financial aims and lifetime objectives
* Gather and analyse comprehensive and detailed information from clients and other third parties
* Prepare for and attend client meetings, when required, taking detailed written notes and follow up on any technical points / actions after the meeting
* Deal with complex and technical client queries as and when they arise
* Provide a friendly point of contact for technical enquiries from clients ( and team members and other third parties )
Financial Planning Presentation
1. Undertake research to identify suitable solutions to meet client's needs and to create detailed cash flow models, suitability letters / technical reports and processing recommendations
2. Implementing recommendations once agreed by clients
3. Carry out due diligence on products, investments and providers
4. Produce technically accurate, compliance and concise plans / reports / ot...