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Liverpool

    Paraplanner - Greater Liverpool Area, United Kingdom - 808 Group

    Default job background
    Accounting / Finance
    Description

    Amazing Paraplanning opportunity in Southport

    Fundamental Activities:

    • Collating of client data to provide a detailed client overview.
    • Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
    • Use of risk profiling and fund analysis tools to provide detailed analysis of clients' holdings, performance, risk, diversification, and reduction in yield.
    • Production of Suitability Letters.
    • Clients Compliance files
    • Cashflow modelling
    • Attending client meetings
    • All other proactive activities to support the advice process and to support the compliance team.

    Knowledge:

    • You will ideally hold or be working towards a Level 4 qualification in Financial Services.
    • Full support will be provided to achieving Chartered Status if it is not already held.
    • You must have relevant and appropriate professional experience in a similar role to be considered for this position.

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