Paraplanner
Skills and Knowledge
Strong written communication skills
Good technical and product knowledge - minimum FPC or equivalent, working towards Diploma desirable
Interest in the technical aspects of financial services
Ability to assess client needs from a fact find document
Good eye for detail
Reponsibilities
General
To provide technical support to advisers including research and report writing duties
Prioritise and manage workload
Presenting advice in writing, in a timely and compliant manner
Continuously developing knowledge and skills
Specific
Preparing client reports / discussion reports
Preparing suitability reports / letters
Preparing for implementation meeting
Client Reviews
Helping out in other areas of the company as required
Closing Date:30 July 2010