Paraplanner
A vacancy has arisen for an experienced Paraplanner to join a fast growing financial advisory business. You will be responsible for research, report writing and supporting the financial advisers in supplying restricted pension and investment advice.
Support a network of financial advisers providing guidance and advice to retail clients
Communicate with prospective new clients and assist, where required, in the data gathering process
Manage the data collection from the existing providers.
Subsequent completion of suitability letters on behalf of the financial advisers Ongoing research and support for the Investment Committee in respect of the restricted portfolio of investments chosen
Provide ongoing monthly and quarterly updates to existing clients
Experience of Paraplanning within an Advisory environment
Accustomed to liaising with clients and providers via telephone
At least 12 months experience in completing Suitability letters
Must be proficient in MS Office (Word, Excel, PowerPoint, etc.)
Adaptable and receptive to feedback
Competitive, ambitious and a self-directed learner
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Diploma qualified
Ability to work in a fast paced environment
Be adaptable to the demands of the business to get the work completed and provide a high quality service to client
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