Our client is are seeking additional paraplanner
The role is office based
The Role included but not limited to: -
- Accurately prepare suitability reports and letters to target deadlines
- Ensure all client work is compliant and supported with relevant paperwork
- Undertake comparative research in preparation of client recommendations
- Complete technical research as part of the existing arrangement review process
- Perform tax planning analysis
- Produce and analyse cashflow modelling
- Understand clients' overall financial position from independent financial adviser (IFA) fact-finds
- Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the required suitability checks
- Ensure all client queries are appropriately investigated, and accurate responses given
- The Candidate
- Level 4 Diploma qualified (or working towards)
- Para planning expereince