Paraplanner
Nottingham - Hybrid (our ref AL1303)
Salary - highly competitive + full benefits package - will be discussed at application stage
My client is an award winning, nationwide Wealth Management Company and they have an exciting new opportunity for an experienced Paraplanner to join their team.
Key responsibilities
1. Fully analyse clients’ requirements, develop cash flow models and accurately record client data;
2. Research and analyse financial products to meet Client requirements and objectives;
3. Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
4. Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
5. Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
6. Ensure client meeting notes are updated to CRM system as and when necessary;
7. Act as a point of contact for clients and deal with routine issues/queries;
8. Submission of business electronically in a timely manner and to ensure that client money rules are not breached;
9. Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirem...