Paraplanner
Leicestershire
Salary 35K (Negotiable on experience)
LE65Area
Hours - Monday to Friday Full Time
Main duties and responsibilities of the Paraplanner:
Fully analyse clients' requirements, develop cash flow models, and accurately record client data.
Research and analyse financial products to meet client requirements and objectives.
Construct financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports.
Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
Prepare client reviews, updating cash flow models, investment performance reviews, and the production of supporting reports, discussion documents, and computer models.