We have other current jobs related to this field that you can find below
-
Paraplanner - Technical Administrator
2 months ago
Solihull, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner - Technical AdministratorLocation - Berkswell, CV7Salary - Highly Competitive + BonusHours - Full-time, hybrid working availableAn SJP Partner Practice in Berkswell is looking to appoint an experienced Paraplanner - Technical Administrator to join their growing Private Client Team. The Practice is highly successful and prides itself on offering...
![Eastcote Wealth Management Careers](https://media.trabajo.org/img/noimg.jpg)
Paraplanner
2 months ago
Purpose
We are recruiting for an Advisor Support (Team Member). The role involves providing technical support to advisers in the client advice process in accordance with compliance procedures and regulatory requirements.
Responsibilities
Provide support and work closely with the Advisors to compare product providers
Create research reports on behalf of the Adviser
Create product illustrations as required
Research funds to be recommended
Prepare risk profiling reports and/or matched fund list to demonstrate suitability of funds
Prepare documentation for the Adviser to present to the Client during the advisory stage of the process
Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained