My client based in Winnersh are seeking a Paraplanner to join their team who will be responsible for developing financial solutions that fulfil the outcomes our clients are seeking. You would be working alongside the Financial Planning Team to prepare recommendations and suitability reports. This may include maintaining full client records, data gathering, application form preparation and submission.
Duties
Have the vision and ability to write two multipension and investment suitability reports per week, or 5 simple suitability or review reports per week, for our HNW Clients.
Put the Client needs and out comes first in every situation, in a fully compliant manner.
Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required.
Work with the Administration Team to ensure all information is available for a suitability report to be produced.
This will include the pre-completion of documentation ready for clients to check and sign.
Responsible for day-to-day paraplanning tasks, identifying what’s required, where client cases have information missing or outstanding actions.
Working with the advisers and administrative team to obtain this information and subsequently writing a suitability
report ready for adviser approval.
Act as a Paraplanning mentor for less experienced team members.
Record any client communications (whether that communication is written, oral or electronic) including client rel...