Senior Paraplanner

Description:

Provide ad hoc support to the Financial Planning department as required.

Work closely with Advisers and Senior Advisers to drive the plan development, delivery, implementation and ongoing Review processes behind our strategy services.

Use clear thinking skills and outstanding writing abilities to craft tailored Statements of Advice (SoA) which communicate complex strategy concepts in plain language.

Build lasting relationships with clients and ensure queries are addressed, expectations are managed and financial planning strategies are seamlessly implemented.

Drive the administration of the Portfolio Review process and participate in the firm’s Investment Committee.

Ensure advice documents are technically and legislatively sound, meet internal standards and adhere to compliance regulations.