Technical Advisor for Advisors
3 days ago
Job Description
The Recruitment Council seeks a skilled Paraplanner to provide technical support to advisors and contribute to the effective operation of advice processes within the company's investments.
Key Responsibilities
- Client File Management: Ensure client files are complete, accurate, and compliant with regulatory requirements.
- Financial Planning: Develop comprehensive financial plans, including risk, pre-retirement, and post-retirement strategies.
- Investment Proposal Creation: Prepare detailed investment proposals tailored to clients' objectives and risk tolerance.
- Portfolio Review and Optimization: Regularly review client portfolios, identifying areas for improvement and making recommendations for optimization.
- Communication and Documentation: Maintain open communication with clients, scheduling review appointments and documenting advice provided.
- Implementation and Quality Control: Oversee the implementation process, verifying quotations and submissions to ensure a seamless transition for clients.
- Product Research and Knowledge: Stay current with industry developments, researching new and existing investment products to inform advice provided.
Requirements
- Advanced computer literacy, with proficiency in Microsoft Office applications.
- Excellent written communication skills for creating reports and proposals.
- Familiarity with Financial Needs Analysis tools, such as X-Plan, is beneficial.
- Minimum 2 years of experience in a similar role, preferably in financial services.
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