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TECHNICAL ADMINISTRATOR / REPORT WRITER (Part/Fully Qualified)LOCATION | Stockport - Free on-site ParkingSALARY: UP TO 35,000Our client is a very credible firm of Independent & Chartered Financial Planners who are experience steady growth and now require an additional Paraplanner to join their established and loyal team.Working as part of the Financial Planning Support Team, the Paraplanner will need to provide high quality and accurate support to Financial Planners. The role will involve;o Preparing written advice reports and client review reports across a wide variety of advice types including pension, investment, and protectiono Maintaining client records, application form preparation and submissiono Accurately and efficiently support the Financial Planning team in their delivery of a professional financial planning serviceo Prepare review reports for client reviewso Write suitability reports appropriate to level of experience for a wide range of advice typeso Ensure all relevant compliance paperwork is in placeo Maintain core systems (e.g. Intelligent Office) ensuring all tasks are carried out and completed in line with company policy and procedureso Maintain an awareness of, and act in accordance with, all compliance and legislative obligationso Participate in team meetings, including highlighting issues and owning agreed actions through to resolutiono Keep advisers updated with progress and liaise with them to expedite completion of adviceYou may from time to time be required to assist and provide support with administrative functions which could include new business processing, income matching, collating and providing management information and organising future planning meetings with a client on behalf of the Financial Planner. Where necessary, you will liais