- 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 Cashflow 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 cashflow modelling and Wrap platforms
- Strong technical knowledge in the investment and pensions market
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Paraplanner - greater manchester, United Kingdom - IDEX Consulting Ltd
Description
Job DescriptionOur 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