paraplanner/financial planner/accounts

About the role

We are looking Financial analyst who will be trained to play a paraplanner role who would be working closely with Financial Advisors and help them in analysing client situations and create various deliverables for clients. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations.

What you'll do

• Providing support to Financial Advisors for collecting data from clients, creating financial
• Liaising with product providers and other relevant third parties
• Ensuring that all regulatory and compliance standards are met
• Ensuring that all client requirements are followed through to the appropriate conclusion
• Managing, recording and monitoring Client annual reviews on behalf of the Financial Advisors

What you need

• Financial analysis
• Excel
• Accounting
• Compliance