Paraplanner - National Accountancy & Wealth Management Firm
SLM Search and Selection are currently working on behalf of a national tax, audit and advisory firm ranked as the ninth largest global accounting network. Their Manchester based office are seeking an experienced and technically astute Paraplanner to join their organisation.
The role involves providing comprehensive support to the local advisers and enhancing the quality of work produced by the Financial Planning Team.
Undertake product based research tailored to individual clients' needs
Understand key economic indicators/market occurances and the impact this may have on the clients
Produce accurate and timely valutaions to the adviser that are simple to review and highly presentable
Produce high-quality, client focused letters/reports, identifying key financial planning issues beforehand
Ensure compliant issues are met and all relevant risk warnings are included within letters/reports
Take control of business application process, helping to manage client expectations and setting realist timescales for delivery
Attend client meetings with the adviser where needed
Must be CII Level 4 Diploma Qualified or actively studying towards
Strong knowledge of industry IT packages such as Intelligent Office
Minimum of 2 years' experience in a regulated report writing role