Assist Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the philosophy.Professional Skills and Qualifications
- Previous Paraplanning experience
- hold dip pfs with a desire to progress to Chartered (ideally already started with exams)
- Prepare fully compliant reports for Adviser's clients, supporting the recommendations made.
- Conduct all Annual Reviews in line with SLA's
- Consider the various online facilities offered by product providers and select the ones that would most beneficial
- If applicable, review file notes and issue clear instruction of requirements to admin
- Update and maintain the workflow and AO activities as and when required