Paraplanner

You will be supported by the internal administration team and be expected to carry out the following duties:

• Preparation of reports for clients on financial planning matters
• Undertake research as required for specific projects
• Preparing suitability reports on behalf of the adviser
• Obtaining quotations and other relevant literature to accompany client reports
• Preparation of packs for meetings with clients including investment valuations
• Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems

Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.