Paraplanner Remote

The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the wealth

• Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by compliance, technical and the investment team where appropriate
• Utilising all technology to produce accurate solutions for clients
• Carrying out relevant financial calculations on behalf of the Advisers, including CGT and AA
• Working with the Adviser to gather sufficient client information, including delegating appropriate information gathering tasks to client administration team
• Understand and apply all of the company's research systems

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