OVERALL SUMMARY
To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis

RESPONSIBILITIES

• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
• Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
• Undertake research to identify suitable solutions to meet the client's needs.
• Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
• Consider current and future allocation of assets for investment strategy with regard to client risk profile.
• Check all compliance paperwork and internal sign off documents are present.
• Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
• Request and obtain application forms and other associated paperwork.

Skills/Experience

• Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified

Salary & Benefits:
Salary dependent on experience

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