Paraplanner
2 months ago
Amazing Paraplanning opportunity in Southport
Fundamental Activities:
- Collating of client data to provide a detailed client overview.
- Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
- Use of risk profiling and fund analysis tools to provide detailed analysis of clients’ holdings, performance, risk, diversification, and reduction in yield.
- Production of Suitability Letters.
- Clients Compliance files
- Cashflow modelling
- Attending client meetings
- All other proactive activities to support the advice process and to support the compliance team.
Knowledge:
- You will ideally hold or be working towards a Level 4 qualification in Financial Services.
- Full support will be provided to achieving Chartered Status if it is not already held.
- You must have relevant and appropriate professional experience in a similar role to be considered for this position.
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