Paraplanner - Kent
Our client is looking for a Paraplanner to join their team. Your key role as a Paraplanner is to process the personal information provided by clients during a meeting with their Adviser, before researching the best solutions that meet each client’s financial needs and assisting Advisers with the presentation of the recommendation (usually in the form of a Suitability Report).
It is not your role to give financial advice, but to produce letters, reports and supporting evidence for consideration. You are expected to undertake technical analytical work, which may include cash-flow forecasting and investment analysis. You should keep the Adviser and the client up to date with communications as appropriate. It is not anticipated that you will be involved in direct client communication very often but the Adviser may request it in certain circumstances.
- Preparing and maintaining client files.
- Research and Analysis.
- Implementing recommendations.
- Ad hoc / miscellaneous.
- Ideally working towards Diploma Level 4 (CII) and showing willingness to study and gain relevant qualifications
- Maintaining CPD knowledge in line with company requirements