We are currently recruiting for a highly regarded Financial Planning practice based in Ascot who are looking to recruit a Paraplanner. The firm is approx. 80 people currently, across three locations.
They offer hybrid working. 3 days in the office each week and 2 days remote working.
Responsibilities:
Collating client information including soft and hard facts (fact finding)Reviewing client information with Adviser to formulate recommendationsMake client recommendations and prepare client report for approval by AdviserResearch products, providers and fundsResponsibility for the Model Portfolio ProgrammeSupervise Administrators to prepare and submit application formsPrepare Suitability Reports, Pension Analysis Reports and discussion reports to be reviewed with the AdviserResponsibility for running the review programme to ensure all clients are offered their annual...