Paraplanner - Birmingham
Only for registered members Birmingham, United Kingdom
1 month ago
* This salary range is an estimation made by beBee
Job summary
We are seeking a talented individual to join our Paraplanning team in Birmingham, which is responsible for providing support to our Financial Planners and ensuring a positive experience for Evelyn Partners clients.
Responsibilities
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
- Carry out any necessary technical research
- Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
- Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
Job description
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