Paraplanning Assistant

This is an exciting opportunity to join a dynamic and growing company as a Paraplanner. Key responsibilities include:

• Preparing and maintaining client files
• Preparing and implementing recommendations
• Identifying suitable solutions to meet clients' needs
• Considering current and future allocation of assets for investment strategy with regard to client risk profile
• Preparing recommendation reports in accordance with agreed recommendations
• Establishing and building strong relationships with clients, and attending client meetings with Financial Advisor if required
• Assisting advisers in delivering a service to our clients in accordance with the service level to which they have subscribed

In addition to the above responsibilities, the successful candidate will provide administrative and technical support to the financial planning/specialist advisers, directors, and other colleagues within the company.