Cso/Paraplanner Support

Client service officer - paraplanning and support.
Administration support Senior Financial Adviser and Senior ParaplannerSet-up and maintenance of client filesCollection of client dataData input into financial modelling softwarePrepare client Risk Insurance quotes using industry softwarePrepare client Financial Review Reports (FRR) using developed templatesPrepare simple client Statement of Advice (SOA/ROA) using developed templatesImplement strategies and productsPrepare and implement client engagements and agreementsExperience in Equities, SMAs, and familiarity with various current strategies desired.