PARAPLANNER

Clark James Recruitment are working with a highly regarded Financial Services business.

Due to further business expansion our client is looking to recruit a Paraplanner to join the team.

Role

* Comply with all Compliance and Administration procedures, as set out in the Compliant Procedures manual.

* Produce new client 1st & 2nd letters and suitability reports as required.

* Gather recommendations from the the Portfolio Review team.

* Produce client illustrations, including obtaining quotes from the Exchange portal.

* Pre-populate forms for clients completion/signature.

* Analyse outcome of questionnaires.

* Attend client meetings to complete non-advice paperwork such as fact finds if required.

* Complete cashflow modelling for clients and present these at client meetings if required.

* Keep up to date with cashflow modelling software and report any training needs.

* Support Advis...