My client is a Financial Advisory firm providing services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals across the West Midlands, and have been doing so for over 20 years succesfully.
We are urgently seeking an experienced Paraplanner to provide technical support to both the Advisers and Directors of the business. Informing and Advising on Financial Planning factors and on utilising suitable plans and products for clients, compiling reports and illustrations in a timely and accurate manner to ensure that business can be processed efficiently.
Key Responsibilities:
* Providing high quality support to the advisor team, responding to advisor queries in a timely manner
* Inputting of CFR documentation onto salesforce
* Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome
* Producing accurate IHT calculations and cash flow models
* Preparing and producing suitability letters, reports, and illustrations
* Ensuring the end-to-end compliance process is followed
* Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time
* Ensuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to date
* Ensure that any bu...