GREAT LOVELY COMPANY AND TEAM MEMBERS & VERY SPECIAL LINKED TO RECRUITING A SKILLED PARAPLANENR TO JOIN FOR 6 MONTHS OR 1 YEAR POTENTIALLY. SALARY AS OUTLINED WILL BE BETWEEN 45K TO MAXIMUM OF 50K LINKED TO SKILL SET. THE ROLE REQUIRES THE FOLLOWING.
The PARAPLANNER Role - HERTFORDSHIRE AREA :)
The role of the Paraplanner is to support the Financial Planner(s) when informing and advising Clients on financial strategies, plans and products.
Key Contributions and Outputs
1. Supporting the Financial Planner(s) in research and analysis to meet client needs and objectives
2. Supporting the Financial Planner(s) in preparing client financial plans and suitability reports
3. Attending client meetings supporting the Financial Planner(s) such as taking minutes, explaining technical details, form completion and follow up action points.
4. To be a specialist (Go to person) for a specific business area
5. Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
6. Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
7. Contributing to the smooth running of the par...