PARAPLANNER

PARAPLANNERSalary up to 46,000South Manchester / Hybrid4 days WHFA Paraplanner is regarded to be a technical and motivated individual working closely with a team of financial advisers to provide research and report writing. The successful Candidate will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. Where daily duties will consist of; " Understanding the clients'' financial situation and objectives" Analyse clients'' circumstances, objectives and risk profile" Identify missing client information pertinent to formulating recommendations" Liaise with financial advisers to query/challenge proposed recommendations where necessary" Providing research, analysis and technical support" Provide research on all relevant advice areas, products, and investment solutions" Prepare information / comparisons, ready for analysis by the advisor" Use of company-approved research systems to assist analysis" Cashflow modelling analysis " Preparing recommendation reports" Produce client suitability reports confirming new recommendations in accordance with the Company''s internal standards and compliance procedures" Obtain accurate illustrations, key features and other relevant paperwork for advisers'' presentation meetings with clients" Assist in the completion of remedial actions following quality checking" Maintaining client records " Maintain accurate and up-to-date client and plan records on back-office system" ..... full job details .....