Job Description
The Role:
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
On behalf of our client, we are seeking a Paraplanner . This role is focused on cash-flow modelling, research and client strategy documentation.
The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research.
Responsibilities will include
- Prepare and maintain electronic client files in line with compliance procedures.
- Draft strategy documents and suitability letters based on adviser recommendations.
- Complete application forms and online business submissions.
- Update client strategy documents as instructed.
- Receive and act on instructions from advisers following client meetings.