Parapl-----------ing Job Description:1. Creating Record of Advice and Statement of Advice document in line with the specifications of the Licensee and Adviser.2. Completion of modelling in financial pl-----------ing software of various strategies.3. Consider the strategies within the confines of legislation to ensure they are allowable and whether the Adviser has missed any opportunities.4. Fact find input into Financial Pl-----------ing software.5. Creation of other compliance paperwork to support the SoA.6. Provide feedback to Advisers about any missing compliance documents/ wording that they need to complete in order to have a complete, compliant, client file.7. Other Adhoc tasks, including assisting with Admin/ Compliance tasks as needed.8. Maintain timesheets on all work being completed.
