- Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
- Supporting financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
- Working with the Financial Planner to ensure the correct client outcome in achieved
- Attending client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Communicating effectively with the Financial Planners to manage expected delivery dates
- Maintaining core systems ensuring that all documents are uploaded to the back-office system to support the advice
- Identifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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Financial Paraplanner - Liverpool, United Kingdom - IDEX CONSULTING LTD
Description
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
