Very excited to share that we have ordered a new mug! ☕
Which in the world of Clarity Wealth Limited can mean only one thing! 🍾🍾
We are thrilled to announce that a new team member will be joining us very soon! In fact its this Monday 8th Apri
With over 25 years of experience in financial services, our new para planner brings a wealth of knowledge and expertise to the table. Their extensive background in the industry will be an invaluable asset to our staff and clients alike. We look forward to the fresh perspectives and innovative ideas they will contribute to our team. Stay tuned for more details on our newest addition!
What does a paraplanner do I hear you ask????!
A paraplanner is a professional who supports financial advisers in the process of providing financial planning services to clients. They are responsible for various tasks, including:
- Analysing existing financial products and researching suitable solutions.
- Preparing recommendations and complex report writing.
- Conducting research for appropriate providers and investments.
- Managing the entire process from the first meeting with a new client to the undertaking of the business, producing relevant and accurate documentation at each stage.
- Understanding compliance issues and ensuring adherence to regulations.
- Investment planning and pension crystallization options.
- Using technical financial planning tools, financial modelling, and back office software.
- Following up on adviser requests and servicing client requests such as withdrawals and general administrative duties.
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