Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements
Obtaining and analysing technical information from providers
Conducting technical research and interpreting the results
Creating accurate cash flow planning analysis in line with client objectives
Preparation of suitability reports ensuring a high level of accuracy and care. A high degree of technical knowledge is necessary
Processing new business and monitor through to completion
Requirements
Prior experience as a Paraplanner
Excellent technical knowledge across a wide range of areas
Exceptional organisational skills and able to work well under pressure
Excellent communication skills, both written and verbally
25 days holiday + bank holidays
Well being program available
Further study support
Discretionary performance linked quarterly bonus
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