Paraplanning Support Administrator

The role Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients. You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers. This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with ou…