Paraplanner

Description:

Responsibilities:

• Write financial plans
• Write annual reviews.
• Write suitability letter
• Update templates as required and after Budgets
• Developing all template and client facing materials
• Updating IO with client data, emails, docs and tasks
• Client – liaise with clients regarding technical replies, end of tax year queries, factual information, getting permission to sell down to withdraw income and lump sums.
• Transact, Nucleus and Fidelity key liaison.
• Understand all platforms and how they work.