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Resource Matters Ltd
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Birmingham, West Midlands
Paraplanner, Birmingham
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Job Type: Full-time |
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Overview
Our client, a major name in Financial Advice, are seeking an experienced Paraplanner to join their busy team. Working closely with Financial Advisers and IFA Administrators, to support the client advisory process Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed. Undertake quotes using relevant in-house platforms or request quotes from external providers. Undertake the necessary research and analysis, including: - Fund analysis - Product comparison - Product analysis - Fund research - Charges analysis Compile suitability reports detailing the recommended advice to suit the client’s needs, uploading the report into the system for the Financial Adviser to pick up remotely. Discuss the reports with the Financial Adviser, amending as necessary. Instruct the IFA Administrator to proceed with preparation of the pack for the client. Pre-populate client application forms ready for the Financial Adviser to discuss with the client The company offer a wide range of company benefits and long term career prospects.