Paraplanner

3 weeks ago

Marlow, United Kingdom Coast Specialist Recruitment Full time

**Our client, is a reputable and successful firm of Independent Financial Advisers.**

**They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.**

**This is a well established business working within a friendly environment. Due to continued growth, the company requires an experienced Paraplanner/ technical manager to join them**

**The Role**
- Writing Financial Planning Reports that our Advisers present to clients
- Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries
- Arranging for plans to be submitted to provider companies
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Preparation of client review packs
- Illustration requests
- Keep up to date with financial products and legislation
- Comply with all company and industry guidelines, rules and regulations

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