Ifa Technical Administrator Paraplanner Hybrid
4 weeks ago
The role of a Paraplanner is to support one or more Financial Adviser/s with the advice process in a compliant and efficient manner. This involves: - Managing tasks and the advice process on X-Plan.
- Conducting regular meetings with the Adviser in order to:
- manage new business leads; o keep abreast of the Adviser’s(s) new business pipeline, their targets and how they are doing against targets; o receive and manage client meeting notes.
- Undertaking research into the various different financial wrappers that can be held by a client; understanding which products are suitable for which clients and also the advantages and disadvantages of each product.
- Writing client suitability reports using the company’s preferred report writing software in the following areas:
- o protection; o new pensions; o pension switches;
- Develop a working knowledge of insurance providers websites/online client platforms
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Financial Planning Administrator
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