We are looking for an experienced Paraplanners to join the newly established and growing team of advice professionals. Working as an integral part of the support team providing our advisers and their clients with a professional and efficient service, you will be key to the delivery of this first class service. We’d like you to support our advisers with maintaining client records, occasional data gathering, application form preparation and submission.
The role will involve promoting the company’s services in a professional and FCA compliant manner.

KEY ACCOUNTABILITIES:

• Providing research, analysis & technical support to a team of financial advisers
• Preparing recommendation reports
• Maintaining client records
• Analysing clients’ circumstances, objectives & risk profile
• Liaise with financial advisers to query/challenge proposed recommendations where necessary
• Provide research on all relevant advice areas, products, and investment solutions
• Cashflow modelling analysis
• Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures

Please refer the Job description for details