Paraplanner - Sutton Coldfield
An opportunity has arisen within a highly value driven, Chartered Independent financial advisory company for a Paraplanner.
The company, which has been running for over 15 years provides financial advice across all areas of financial planning, enabling progression and insight for employees as well as providing a holistic approach to their clients.
The responsibilities for this particular vacancy are as follows:
_ Build strong relationships with clients
_ Review investments and clients financial situation for review meetings
_ Preparation of meeting agenda and minutes
_ Research and preparation of client recommendations
_ Preparing a variety of documentation, reports, letters and summaries
_ Submission of new business, pro-actively pushing through and chasing fees
_ Ensure all files are compliant
_ Produce quarterly valuations
_ Review and rebalance client portfolios
_ Inputting data into back office system
_ Service existing clients & resolve customer queries
_ Manage high workload and meet challenging deadlines adhering to SLAs
_ Keep abreast of regulatory procedures and industry changes
_ Any other duties considered commensurate to the post
If further information is required regarding this post, please contact Taylor Court.