Paraplanner - Northampton

Paraplanner - Northampton

We are looking for an experienced Paraplanner for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.

Responsibilities :

• Working closely with product providers to obtain information and process business
• Preparing recommendations for clients alongside advisers and writing suitability reports
• Answering client enquiries via telephone and email, resolving these in a professional and timely manner
• Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
• Preparing review documents for clients including bespoke illustrations and valuations
• Conducting detailed analysis of investments, assessing performance and cost
• Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.

Experience & Qualifications :