Harrow
Paraplanner Harrow £40,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: • Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews, • Undertaking necessary research, • Creating and reporting technical suitability reports in line with recommendations, • Establish and build strong relationships with clients, attending client meetings when required, • Provide a friendly and professional point of contact for clients and providers, • Responding to client enquires, • Ensure competing of client file and data gathering, • Liaising with the administrators (team of 4), • Technical calculations, • Keep up to date with compliance changes and update templates, • Ideally level 4 qualified, • An experienced Paraplanner with experience of a variety of products and clients, • Confident, articulate team player - able to liaise well at all levels, • Comfortable attending client meetings with Adviser when required, • Strong relation...