Job Description
Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting a Senior Paraplanner to provide high quality technical support to the Financial Planner before, during and after Annual Planning Meetings and maintain the client relationship in the interim periods.
Principal Accountabilities / Main Responsibilities
• Management of client relationship between meetings
• Ensure company processes adhered to. Challenge financial planner if required.
• All FP aspects of Voyant client records up to date, well annotated and understood
• Curo kept up to date with any changes that affect the client’s financial plan.
• Responsible for the accuracy of any client-facing systems
1. All meeting prep (including agenda)
2...