Paraplanner – Poole
Up to 40,000
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- Assess client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
- Discuss cases with adviser and pro-actively update the adviser throughout.
- Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
- Prepare all relevant paperwork for client meetings.
- Liaise with product providers and other relevant third parties.
- Ensure thorough knowledge of product research and analytical tools.