Paraplanner

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.  As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.  Role Responsibilities: Liaising with advisers as appropriate Making sure any updates and reports are issued to clients in a timely manner Reviewing client investment portfolios, asset allocations, risk profiles etc. when requested. Preparing recommendations, including: Identifying and discussing areas with the adviser, undertaking relevant research and preparing documentation to be reviewed by the adviser. Implementing recommendations, including: Preparing suitability reports, completing applications / proposal forms and when instructed, making changes to a client’s investment portfolio Preparing and maintaining client files, including: Support Financial Planners/Directors with ad hoc queries and tasks, including MI and research requests Making sure you follow the firm’s compliance processes and procedures at all times in all areas, for example, (not exhaustive), complaints, financial crime, anti-money-laundering, anti-bribery, data security, data protection, conflicts of interest inducements, record keepin…