Job Information

A fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing support to 40 Financial Advisors. They require a Technical Administrator : Junior Paraplanner to undertake report writing and analysis.



Main Responsibilities:

• Technical paraplanning and administration support:
• Taking instructions from the IFA
• Report writing
• In-depth product research and analysis, including trusts
• Completion of application and proposal forms and submission of new business
• Preparation of investment reviews and valuations ahead of client meetings
• Reviewing performance of client investment portfolios, considering revised holdings to ensure the portfolio composition continues to meet the client`s investment strategy and risk profile and actioning agreed fund switches
• Dealing with technical client queries