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Reed
,
Norwich, Norfolk
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
My client is currently looking for a Paraplanner based in Norwich, who will support their Advisers as they look to grow the business. They are a company dedicated to providing first class client care, and in return for your expertise you can expect to receive a highly competitive salary with the opportunity to work from home. Brief: You will assist the Financial Advisers in preparing for client meetings through the creation of pre/post-meeting documentations. You will liaise directly with providers. You will create portfolio reports and adjust client portfolios after reviews. You will prepare client annual reviews and follow up meetings. You will prepare and comply financial analysis data. Following client reviews, you will prepare cash flow analysis. You will compile financial planning recommendations and suitability reports. You will complete and submit application forms to providers. Ensuring that all Client requirements are followed through to the appropriate conclusion Assisting the Financial Advisers with Client presentations and any other activities as agreed with the Financial Advisers Individual workflow and task delivery Benefits Free on-site parking Study Support Home working available