Job Information

Our client a highly successful firm of Financial Advisors and Wealth Managers are seeking a highly experienced Technical Paraplanner for their CEO

QW

� Manage the planning workflow
� Receive and implement requests from the Managing Director
� Gather and record client data
� Prepare reports to a professional and timely standard
� Provide information for annual reviews and identify areas not covered
� Communicate with selected clients (face to face or remote) and third parties
� Develop and maintain all processes relevant to technical support
� Delegate and communicate clearly with technical and client support
� Undertake financial planning and product-based research
� Operate within the compliance and corporate standards of the business
� Undertake appropriate professional development and training
� Report on key measures on a regular basis

Skills, knowledge and experience:

� High level of technical knowledge
� Ability to use technical financial planning tools, financial modelling and back office software: Morningstar, FE Analytics, O&M, Voyant
� Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system)
� Clear understanding of an adviser�s role