Senior Paraplanner - Hybrid and flexible working

Senior Paraplanner - Hybrid and flexible working

Senior 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.