The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client.
Responsibilities:
* Preparing the fund switch report
* Assist in completing the client fact find
* Submit new business with providers
* Client contact and updates
* Completing initial information gathering and analysis on existing products
* Provide research via the Select-a-pension report
* Preparing suitability reports to cover all recommendations
* Ensuring the advice file is to a high compliance standard
* Reviewing client documents prior to a presentation meeting
* Gathering illustrations, fund factsheets and Key Features Documents
* Attend client meetings, where required
* Cash flow planning
* Tax calculations
* Complete the submission sheet for new business
Qualifications/Experience:
* Level 4 diploma (or equivalent) or working towards
* Previous experience as a trainee paraplanners or paraplanner
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