Job Description
Amber River Premier are an award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire, We have a desire to make a positive difference, helping people live the life they want, with the security of a life plan and a committed team working hard on their behalf – for this generation, and the next. We provide bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
We are currently looking to recruit a highly professional and experienced Paraplanner to join our team of experts. The role requires working closely with Advisers, Clients and the wider support team to ensure clients receive first class advice and support. You will offer paraplanning support to 1 or potentially 2 Chartered Financial Planners, alongside a Private Client Administrator.
Role Accountabilities
1. Conducting extensive research and providing Advisers with technical assessments and reports.
2. Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
3. Produce technical and compliant suitability letters.
4. Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
5. Manage complex cases and fi...