Paraplanner - Hybrid

Paraplanner - HYBRID WORKING

Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Paraplanner.

• Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
• Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
• Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.
• Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
• Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
• Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
• Team
  
  Collaboration:
  
  Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.