Position Overview
Our client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives.
Thy offer financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years.
They are looking to hire an experienced Paraplanner and the key duties are as follows:
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client’s needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile.Check all compliance paperwork and internal sign off documents are present.Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure ...