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.