Paraplanner

A highly competent, Diploma Level Paraplanner is sought by our client, a long established and very well regarded Wealth Management company based in Hertfordshire.

The duties are as follows:-

To receive instructions during debriefings from advisers following client meetings and then interpreting data obtained by advisers during such meetings. You will subsequently be required to analyse data, using the appropriate research tools to provide solutions to meet the needs and objectives of the clients. You will, of course, provide records to support research undertaken.

You will be responsible for the consolidation of client needs and objectives, together with the recommendations and suggested course of action in a written format, producing a suitability letter, client specific illustration and key features document.

You will be expected to carry out all tasks in a manner consistent with compliance procedures.

You will also be asked to prepare existing client files ready for reviews and ensure that all client files are compliant at all times.

In addition, you will be expected to handle any additional relevant administration as such requirements arise.

This is an excellent opportunity to make a sound career move where you will be encouraged to develop and enjoy a responsible role in the company.