Job InformationOur client, established for over twenty years is an independent, family-run financial planning firm with whole of market access. Due to on-going success require a Paraplanner.Duties:Prepare suitability reports in line with client objectives and as agreed with the adviser.Either post or email the report to the clients (as directed by Adviser) and monitor theresponse.Ensure all relevant compliance paperwork has been obtained and stored in the appropriateplace.Ensure that accurate and relevant paperwork and documentation is collated and ready foradviser meetings.Use online systems and portals for illustration generation, application processing etc. andobtaining product literature where required.Process client recommendations and proactively take action to chase information anddecisions from product providers on behalf of the client.Carry out technical research as part of the client’s existing arrangement review process.Maintain core systems ensuring that all tasks are carried out and completed in line with thecompany policy and procedures.Maintain awareness of, and act in accordance with, all Compliance and legislativeobligations.Provide accurate support the Financial Advisers ensuring they are prepared for clientmeetings, managing client expectations and demonstrate how our services meet theirpersonal and financial needs.Candidates must be a minimum of level 4 but ideally Chartered.Salary is negotiable dependant on experience.Please apply on-line or contact Cameron James for a full job description
