atomos wealth

Paraplanner

• Produce accurate, high-quality suitability reports delivering clear, compliant and client-friendly advice within agreed Service Level Agreements
• Conduct detailed research and analysis across pensions, investment, protection and wider financial planning products
• Apply technical knowledge to help Financial Planners develop appropriate planning strategies and achieve the best client outcomes
• Develop effective working relationships with Financial Planners through email, Teams and face-to-face communication
• Support Financial Planners with sophisticated financial planning solutions
• Act as a trusted sounding board for complex cases and planning ideas
• Identify solutions and ensure advice recommendations are thoroughly researched and accurately documented
• Work with MWA colleagues as part of the Atomos Group