We are currently recruiting for a Financial Planning practice in London who are looking for an experienced Paraplanner or Trainee Financial Adviser to join their team. They are looking for someone with 2 years+ Paraplanning experience and must be Level 4 qualified.
Purpose
To provide financial planning reports for clients following adviser client meetingsTo support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions
Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analystTo write-up comprehensive financial planning reports as agreed with adviserObtain KFIs, product information and provider application forms for adviser for new businessTo deal with client enquiries and respond in a professional and courteous man...