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Paraplanner - Hybrid and flexible working
Paraplanner required by a growing wealth management company in Fife. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments, and protection.
Responsibilities include:
- Working closely with the Financial Planners, to offer tailored solutions to clients
- Preparing for client meetings including checking that all compliance paperwork is present
- Attending client meetings and taking minutes
- Analysing and interpreting data obtained during client meetings
- Analysing client's existing products to determine whether they meet the client's current objectives
- Fund performance comparisons
- Preparing product comparisons and analysing comparison illustrations
- Preparing cashflow plans using Voyant Software
- Preparing draft recommendation reports in line with the Company's compliance procedures
- Analysing client's asset allocations and providing recommendations for rebalancing where necessary
- Completing the FCA pension switching and replacement product templates
- Maintaining client files in line with company standards
- Building and maintaining client relationships through face to face and written/telephone communication
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
