Job Description
Our client is a privately owned Chartered Financial Planning firm in Alton, Hampshire that has been established for over 40 years. They are currently recruiting for a Senior Paraplanner to strengthen their adviser support team.
Role
- Providing paraplanner support to assigned advisers.
- Researching and writing reports for financial planning strategies for new clients.
- Writing reports for complex changes post annual review work for existing clients.
- Acting as a point of contact with clients and dealing with non advice related matters that may arise.
- Meeting clients where needed. Provide technical support and training to administrative and junior staff.
- Complete research tasks as assigned, acting as a supporting member of Investment Committee.
- Deal with implementation of any types of client transactions, maintaining electronic records in conjunction with administration staff.
- Assist with IT systems and...