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Permanent

Paraplanner - Repat Team

Bristol
money-bag 10000-500000 Annual
3085560797
Posted Today

About the roleYou''ll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you''ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose.A core part of this role sits within our specialist Repatriation team, supporting advisers who work with clients returning to the UK after being managed by our international business. This offers exposure to varied, technically interesting cases and the opportunity to make a real impact at an important point in the client journey.Location and working patternFull-time, permanent. Bristol office-based with a hybrid approach (3 days in the office, 2 days working from home).Responsibilities:• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.• Assist in the interpretation of the adviser''s client meeting and prepare suitable recommendations (which may include historic overseas advice events and cross-border complexities) with a high level of accuracy and care. • Regularly analyse non-UK situs assets such as pension schemes (including QROPS and QNUPS), offshore bonds, platforms, and ..... full job details .....

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