- To assist the Financial Planner in formulating the advice to the client, providing technical
- support and guidance where appropriate.
- Review client objectives ensuring they are clear, concise and achievable when compared
- against the client's financial circumstance.
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
- Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
- Preparation of fund switch and encashment letters according to advice provided.
- Obtain applications, key features documents, factsheets, illustrations and product
- comparison quotes through appropriate source – providing clear research of the advice
- provided.
- Liaise with Product Providers / Third Parties regarding any technical queries
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Paraplanner - Newcastle upon Tyne, United Kingdom - IDEX Consulting Ltd
Description
Job Description
Paraplanner
Hybrid
£35,000 - £45,000
Newcastle
Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working.
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Role responsibilities:
The ideal candidate will:
• Level 4 diploma qualified
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills – providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail to balance demands of role