Our client, a national wealth management firm, are looking for a Paraplanner to work closely with the Paraplanning Manager and established team of Paraplanners to provide an integral function to the wider team.
Key Responsibilities:
- Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate.
- Providing accurate, timely and compliant suitability reports from template format.
- Utilising all technology to produce accurate solutions for clients.
- Carrying out relevant financial calculations on behalf of the advisers, including CGT and AA.
- Proactive self-development and understanding industry changes.
- Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements.
- Effectively communicating at all times both internally and externally - verbal and in writing.
- Working with the adviser to gather sufficient client information, including delegating appropriate information gathering tasks to Client Administration Team.
- Understand and apply all of the company's research systems.
- Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed.
Experience Required;
- Previous experience as a Paraplanner
- Previous experience of Curo and/or Dynamic Planner an advantage
- Qualification to QCF Level 4, or willingness to work towards this (company support provided).