We are looking to recruit a paraplanner to work in a small friendly team as part of our family run business to provide a high level of ongoing advice and service to our clients. Working as part of a focused team to deliver a high level of client service, you will also be supported and encouraged in your own development and training needs for the future.
Key Roles & Responsibilities
1/ Responsibilities for research of products and services for clients, including carrying out analysis of client’s existing affairs and arrangements.
2/ Helping create detailed client reports in relation to meeting client’s needs and goals
3/ Help in the creation and distribution of client communications including quarterly investment reviews and updates.
4/ Delivering advice recommendations over a range of platforms, including Standard life Wrap, Old Mutual and Aegon.
5/ Research of client portfolios via the FE Analytics system
6/ Carrying out risk profile analysis for clients via the Dynamic Planer Risk Profile tool.
7/ Ongoing monitoring and support of clients through the Intelligent Office system.