Senior Paraplanner

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting a Senior Paraplanner to provide high quality technical support to the Financial Planner before, during and after Annual Planning Meetings and maintain the client relationship in the interim periods.  

Principal Accountabilities / Main Responsibilities

• Management of client relationship between meetings

• Ensure company processes adhered to. Challenge financial planner if required.

• All FP aspects of Voyant client records up to date, well annotated and understood

• Curo kept up to date with any changes that affect the client’s financial plan.

• Responsible for the accuracy of any client-facing systems

1.      All meeting prep (including agenda)

2...