Assistant Paraplanner

Overview

Do you thrive in a team environment and have a knack for financial analysis? Can you ensure the quality of your reports? Are you an effective communicator? If your answer is yes, then WE WANT YOU! Join us as an Assistant Paraplanner. With us, you can help clients achieve their financial goals while developing your skills in financial planning software and collaborating with advisors.

Responsibilities

• Prepare annual advice agreements, fee forms, invoices, and review packs.
• Efficiently implement and terminate annual advice agreements with accurate fee management.
• Conduct comprehensive client assessments to ensure service obligations are met.
• Maintain accurate and up-to-date client data.
• Take ownership of tasks, ensuring completion to high standards.
• Deliver expected results within pre-determined service level agreements (SLAs).
• Analyze reports to identify and assist potential risk...