We are currently recruiting for a very successful Financial Planning practice based in Rayleigh who are looking to recruit a Paraplanner.
Responsibilities
Provide technical, research and administrative support to develop suitable client recommendationsProduce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients.Produce compliant and detailed Client Suitability ReportsAssist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.Liaise on a proactive basis with the Adviser on a regular and structured basis to work on cases and provide updates. Key responsibilities include:
Contacting prospects or...