Job Description

We are currently recruiting for a highly regarded Financial Planning practice based in Ascot who are looking to recruit a Paraplanner. The firm is approx. 80 people currently, across three locations.

They offer hybrid working. 3 days in the office each week and 2 days remote working.


Responsibilities:

  • Collating client information including soft and hard facts (fact finding)

  • Reviewing client information with Adviser to formulate recommendations

  • Make client recommendations and prepare client report for approval by Adviser

  • Research products, providers and funds

  • Responsibility for the Model Portfolio Programme

  • Supervise Administrators to prepare and submit application forms

  • Prepare Suitability Reports, Pension Analysis Reports and discussion reports to be reviewed with the Adviser

  • Responsibility for running the review programme to ensure all clients are offered their annual...

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