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Paraplanner (part home based working)

Employer
Nelson Scott LLP
Location
UK
Salary
Competitive
Closing date
17 Jun 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

Paraplanner

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)

Key Tasks
  • 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
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