Paraplanner – Rugby
26,000 - 40,000
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- Carry out all Fund Purchases in line with Succession procedures & SLA’s
- Conduct all Succession Annual Reviews in line with SLA’s
- Prepare fully compliant reports for Adviser’s clients, supporting the recommendations made.
- If applicable, review file notes and issue clear instruction of requirements to admin
- Create and maintain the report writing/standard wordings library.
- Consider the various online facilities offered by product providers and select the ones that would most beneficial for Succession
- Update and maintain the PPU workflow and AO activities as and when required