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 clients financial plan. Responsible for the accuracy of any client-facing systems 1. All meeting prep (including agenda) 2. Attend client meetings 3. Management of client relationship/issues in between meetings 4. Ensure clients Financial Plans always make sense Knowledge & experience Ability to demonstrate ownership and independence in previous roles Ability ...