Financial Planning Advisor
5 days ago
This financial planning firm provides high-quality, comprehensive financial planning advice to individuals, families and businesses. They are looking for an experienced Paraplanner to join their team.
Key Responsibilities- You will work closely with the MD and team of highly qualified Advisers, to ensure clients receive an excellent level of service and all deadlines are met.
- Produce review documents and suitability reports.
- Using relevant tools research product suitability and services ensuring that our clients have the best whole of market advice made available to them when they need it.
- Input into and follow the Company Central Investment Proposition.
- Ensure that all relevant technical paperwork is prepared and ready for presentation to the client by the Adviser.
- Follow up and discuss with the Provider, Adviser, Client or Administrator as necessary ensuring a regular communication flow in order that business is concluded.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
- Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion.
- Keep up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role.
- Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by colleagues ensuring the Compliance Officer is aware of any important issues.
- Make sure that colleagues are aware of any changes to key technical material in a timely and professional manner.
The successful candidate will be working 9am-5pm Monday-Friday with the potential for hybrid working in the future. An estimated salary for this position is £40,000 per annum.
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