My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
Role:
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process. To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives. To prepare suitability reports which reflect the proposed strategy. To identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required. Other ad-hoc tasks and responsibilities commensurate with the role may be required.
The role will offer exposure to HNW value clients and also demonstrates a pathway to progress in to an Advisor role, should that be your career aspiration.Duties:• Providing technical, research and administrative support• Production of compliant and detailed client suitability reports and presentations• Help manage client relationship and taking/making calls in a polite and professional manner• Ability to gather and record evidence• Keeping full and compliant records on fil...