Paraplanner

• Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

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Senior Paraplanner

Senior Paraplanner