Paraplanner

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KeyResponsibilities Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition Investigateclientqueriesthoroughlyandprovideclear,accurateresponses Carryoutcomparativeanalysistosupportwell-informedclientrecommendations Conducttechnicalresearchaspartofreviewingexistingfinancialarrangements Performtaxplanningassessmentswhereappropriate Createandinterpretcashflowmodelstosupportfinancialplanningadvice Prepareclientsuitabilityreportsandcorrespondencewithinagreedtimeframes,ensuringaccuracyandclarity Produceannualreviewreportsandclientcommunicationsinlinewithagreedservicelevels Ensureallclient-relatedworkmeetsregulatorystandardsandissupportedbyappropriatedocumentation AdhereatalltimestotherequirementsoftheFinancialServicesandMarketsAct2000andrelevantFinancialConductAuthority(FCA)rulesandprinciples Supportpositiveclientoutcomesbyfollowinginter...
Location:
Liverpool
Salary:
£45,000
Job Type:
FullTime
Category:
Accounting & Finance

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