Paraplanner
A fantastic opportunity has arisen for a Paraplanner to join a thriving firm of financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.
You will join a family-friendly and highly supportive team where training will be provided along with ongoing professional development.
Duties will include:
* Conducting research on products and providers, assisting them in finding the right solutions for clients
* Creating suitability reports justifying the reason for each piece of advice
* Writing Financial Planning Reports for planners to present to clients
* Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries
* Arranging for plans to be submitted to provider companies liaising with administrators
* Maintaining client records on the company software and ensuring the client and firm's files are well presented, accurate and compliant
* Preparation of client review packs
* Keeping up to date with financial products and legislation
* Complying with all company and industry guidelines, rules and regulations
Requirements
Applicants will ideally have previous experience providing technical support to financial planners ideally in a...