- Providing technical, research and administrative support
- Production of compliant and detailed client suitability reports and presentations
- Discuss the client's needs and objectives with the relevant adviser
- Undertake research to identify suitable solutions to meet the client's needs and objectives
- Prepare information for analysis by the adviser
- Prepare Cash-flow report where relevant
- Help manage client relationship and taking/making calls in a polite and professional manner
- Possible attendance at client meetings
- Keeping full and compliant records on file
- Liaising with advisers on a regular basis, to work on cases and provide updates
- Prioritising workload in order to meet all deadlines
- Occasionally taking on project work and assignments
- Review investment portfolio, asset allocation, risk profile etc
- You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
- You should be able to plan and prioritise your own workload and work with minimum supervision
- You will have excellent report writing skills and have a high technical knowledge
- Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
- Experience of Advisor Office
- Experience of cash-flow modelling and Wrap platforms
- Strong technical knowledge in the investment and pensions market
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Ortus PSR Liverpool, United Kingdom**Paraplanner** · **Location: Liverpool** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities* ...
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Ortus PSR Alderley Edge, United Kingdom**Paraplanner** · **Location: Stockport** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities* ...
Paraplanner - Wigan, United Kingdom - Idex
Description
Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.
THE ROLE:
PERSON:
For more information please contact Graeme Hyland on or email
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
