About

An exceptional award-winning Chartered Financial Planner currently requires a qualified and experienced FULLY REMOTE PARAPLANNERA competitive package is on offer, with exam support, salary reviews, and benefits.Paraplanner Specific responsibilities:Preparing and maintaining client files:To ensure all relevant paperwork and ‘know your client’ information is held within a client file is present, relevant, and compliant, or document where this is the adviser’s responsibility.Where the paraplanning administration has not been able to; collate all the quantitative detailed information required to support any recommendations to be made.Discuss client objectives and recommendation with the adviser where not clear on the worksheet provided.Prepare recommendations:Undertake relevant research, where not held centrally, to identify suitable solutions to meet a client’s specific objectives.Prepare relevant documentation and product / fund comparisons for the adviser to review.Prepare draft suitability reports to be reviewed and signed by the adviser.Obtain application or proposal forms and provide any supporting material.To take the more technical queries and more detailed cases that trainee paraplanners cannot work on.Field calls from advisers relating to which products and funds are available in line with the investment process, and to carry out any calculations on cases.Make of tools such as: O&M Profiler, MiCAP and Cashcalc.Make use of whole of market providers (any platform/provider may be used) and multi asset investment solutions.Paraplanning Team Tasks: To quality check own work and that of others, paying attention to detail, accuracy and record keeping (buddy checking).Accurately maintain “hours sheet” for charging out work completed to the relev