Paraplanner (Home-based) - £45kpa - Amersham

19 hours ago


Amersham, United Kingdom Nelson Scott LLP Full time

**Purpose**

Assist Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the Investment philosophy.Support Financial Planners in developing and maintaining a libraryof standard wording/reports for use in preparing client reports.
- Prepare fully compliant reports for Adviser’s clients, supporting the recommendations made.
- Carry out all Fund Purchases in line with Succession procedures & SLA's
- Conduct all Succession Annual Reviews in line with SLA's
- Create and maintain, a 'Best Product’ Panel to be used in the recommendation process.
- Create and maintain the report writing/standard wordings library.
- Consider the various online facilities offered by product providers and select the ones that would most beneficial for the company
- If applicable, review file notes and issue clear instruction of requirements to admin
- Update and maintain the PPU workflow and AO activities as and when required
- Participate in regular 121’s
- Maintain CPD



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