Paraplanner (SJP)

Our client based in Brighton is looking for an experienced Paraplanner to join their team. This will be an office based role, with a competitive salary on offer. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end management of their clients.Responsibilities Technical knowledge of products and procedures as well as law. Ability to work with defined business processes, for example Participates in weekly meeting to organise and prioritise workload. Organises regular touch points during the week to ensure that activities and deliverables are carried out to plan and within deadlines Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email or letter (as per client specification), as well as attending meetings with clients Works with the Adviser(s) to ensure that client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Intelligent Office using the standard templates where appropriate; and producing/updating/writing more technical reports as required Supports the Adviser(s) in utilising other agreed toolsets to provide data for client identification for example lifestyle planning via cashflow analysis, risk reports, investment analysis etc. Conducting research required to support advice from Adviser(s) including all relevant analysis, technical product research, producing illustrations etc. HNW client ..... full job details .....