Paraplanner
Updated: April 24, 2024 06:01 PM GMT
IRIS Networx
AccringtonOverall Summary
Join Close Brothers Asset Management Wealth Planning Team where you will support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.
Responsibilities
• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
• Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
• Undertake research to identify suitable solutions to meet the client’s needs.
• Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
• Consider current and future allocation of assets for investment strategy with regard to client risk profile.
• Check all compliance paperwork and internal sign off documents are present.
• Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any... More Detail
Similar Jobs
Companies Hiring in Accrington, England
Midas
Signature Personnel
IRIS Networx
Growth Agency
The Hollins Technology College
Energy Jobline
Creative Support
Employment Solutions
Vetro Recruitment
AEJ Management Ltd
Helping Hands Home Care
Vets for Pets
Lancashire & South Cumbria NHS Foundation Trust
Dovehaven Care Homes
Outthinc Global Communications
PrimeLife Ltd
ClickJobs.io
UKLB Ltd
Halfords
Lancashire County Council
New Jobs Posted in Accrington, England
Latest Jobs in Accrington, England
-
Support Worker, Mental Health
HAYS -
Civil Litigation in Accrington (Hybrid Working) - Accrington, England
Ten-Percent.co.uk -
Registered Nurse
BE healthcare -
Security Officer - Accrington, England
Pinnacle Group -
Clinical Senior Care Assistant
Dovehaven Care Homes -
Design Engineer
ClickJobs.io -
Secondary School Tutor
Prospero Teaching -
Senior Design Engineer
Probe UK -
Your Retreats Ltd is Hiring For HR and Administration at ...
Your Retreats Ltd -
Credit Controller
Axon Moore