With over 30 years experience within the financial planning world my client is confident in helping their clients find the right solutions for their needs and shows a genuine interest in helping them achieve their financial goals. My client is looking to expand their Paraplanning team to 4 individuals.
Offices based in Poole, onsite parking, a close knit experienced team and continued support towards the Level 4 Diploma in Financial Planning.
Ideal candidates will have been working in a Paraplanning position of some capacity, and will be committed to a long term Paraplanner role.
Preparing and maintaining client files
Ensuring all compliance, risk profile and product provider paperwork is present
Identify areas for planning
Prepare information/comparisons for analysis
Prepare suitability letters in accordance with the agreed recommendations
Review investment portfolio, asset allocation, risk profile etc