Paraplanning Expert

1 day ago

Milton Keynes, Milton Keynes, United Kingdom Vizion Wealth LLP - Chartered Independent Financial Planners Full time
About the Role
  • Produce high-quality advisory reports for clients across individual and corporate areas.
  • Conduct thorough research and analysis of client financial planning strategies.
  • Manage diaries and tasks efficiently, ensuring timely completion of workloads.
  • Develop and maintain cash flow plans for clients.
  • Provide exceptional client advisory services, including applications, illustrations, quotes, submissions, etc.
  • Review and check client review reports for accuracy.
  • Attend client meetings, handle post-meeting action points, queries, and tasks.
  • Maintain strong relationships with clients through effective communication and query resolution.

The successful candidate will have excellent organizational skills, a passion for the industry, and a commitment to continuous learning and development.

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