A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in Newbury. You will provide technical support to their top advisers within the business.
Key Duties include:
Working alongside the company’s most productive advisers, carrying out technical research in preparation for client meetings.Assess the client’s objectives and carry out research to identify suitable solutions to meet client’s needs.Carry out financial analysis to enable you to draft recommendation reports/letters for review and sign off by the advisers.Undertake annual reviews, prepare valuations, arranging and attending internal/external client meetings and on-going servicing of clientsCheck all appropriate data is accurately recorded and ensure all compliance procedures and paperwork are in line with company and FSA guidelines. The successful ca...