Blakemore Recruitment are proud to be assisting a well established Financial Planning firm recruit for their next Paralanner to join their successful team based in Guildford.
Responsibilities
Provide technical, research and administrative support to develop suitable client recommendationsProduce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients.Produce compliant and detailed Client Suitability ReportsAssist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.Liaise on a proactive basis with the Adviser on a regular and structured basis to work on cases and provide updates. Key responsibilities include...