Job Description
Paraplanner
Kent
£40-50,000
Due to continued growth and success, this friendly professional and caring IFA practice is looking for an experienced Paraplanner to work alongside the Financial Planners taking full responsibility for preparation and maintenance of client files,preparation and implementation of recommendations and FinancialPlans (including cashflow forecasts), and ongoing reviews of client affairs. To keep up to date with technical issues, undertake necessary research and create and prepare technical suitability reports in line with recommendations.
Duties:
1. Establish and build strong relationships with clients, attending client meetings when required. Provide a friendly and professional point of contact for clients and enquiries.
2. Respond to client technical enquiries.
3. Ensure completeness of client file/data gathering.
4. Confirm risk profile and vulnerability assessments are determined and up to date.
5. Check all compliance documentation is present and relevant compliance requirements have been adhered to to.
6. Identify areas for planning.
7. Carry out due diligence on products, investments, providers
8. Carry out technical calculations.
9. Attend client meetings when required
10. Keep up to date with compliance changes and update templates.
11. Ensure CPD requirements ar...