Senior Paraplanner

Our client is a privately owned Chartered Financial Planning firm in Alton, Hampshire that has been established for over 40 years. They are currently recruiting for a Senior Paraplanner to strengthen their adviser support team.

Role

• Providing paraplanner support to assigned advisers.
• Researching and writing reports for financial planning strategies for new clients.
• Writing reports for complex changes post annual review work for existing clients.
• Acting as a point of contact with clients and dealing with non advice related matters that may arise.
• Meeting clients where needed. Provide technical support and training to administrative and junior staff.
• Complete research tasks as assigned, acting as a supporting member of Investment Committee.
• Deal with implementation of any types of client transactions, maintaining electronic records in conjunction with administration staff.
• Assist with IT systems and...