You will be working directly with all members of the practice, but predominately in support of the Financial
Planners. Your role will be to prepare and check client fact finds, under take analysis of clients existing
investments, prepare suitability letters and recommendation packs for clients. You will need to ensure that the business is completed in a timely fashion, all files are fully compliant so attention to detail is vital.
Working with the financial planners to ensure all information to support the correct client outcome has been obtained and documented on file.
Working with the financial Planners to identify areas for financial planning and identify solutions suitable to meet the client’s needs and objectives.
Working with the Financial Planners to review the clients existing pensions, investment portfolios, asset allocation, risk profile. This will include analysis of the provisions, including calculations to support the right outcomes for the client.
You will prepare client suitability reports for approval by the Financial Planner, along with other accompanying documentation.
You will commit to your continuous professional development, maintaining a good knowledge of providers and investment/tax issues.
Prepare for client review meetings to produce performance information and reports for the clients. You will at times need to assist other colleagues in the business in other administrative functions to aid the Financial Planners and deliver superior client service.
For this role we will need candidates to have a degree in business, economics or Finance, with exposure to working within the Financial services industry, Ideally someone who has worked within Pensions would be advantageous, we would be looking for someone to work towards the Diploma as the company will be paying for full study support to progress to a fully qualified paraplanner.
Salary is depending on experience and qualifications.
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