Reports to: Sales Manager/Financial Advisor

The Role The role of the Paraplanner is to support the Financial Planner(s) on financial strategies, plans and products.

Key Responsibilities and Outputs ● Attending client meetings with Financial Planners as required. • Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives ● The technical aspects of preparing for Client meetings, including: • Researching products to support recommendations • Compiling financial planning recommendations and suitability reports • Recording of client data ● Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports o Solutions – construction of financial planning solutions (investment, retirement, tax and estate planning) o Reviews – preparation of client reviews, investment performance reviews and production of supporting reports, discussion documents. ● Developing and maintaining internal relationships to help maintain business flow and meet agreed targets o Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process ● Managing the research and analysis of financial products to meet Client requirements ● Managing the presentation of technical data to the Financial Planner(s) ● Managing the preparation of Client Financial Plans and Suitability Reports. ● FSCA related and other regulatory issues ● Any changes to the FSCA rules ● Promoting the profile of the business within the profession and wider communities ● Relationship Building- liaison with clients by telephone, letter, email and attending meetings when required. ● Continuous professional development to meet regulatory requirements and personal development needs ● Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. ● Assisting the Financial Planner(s) with Client presentations and any other activities as agreed ● Overseeing the provision of administration functions to meet regulatory compliance requirements ● Individual workflow and task delivery within deadlines provided The role holder will keep up to date with legislative and industry changes which affect the business and its Clients.

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