- Qualified or Part Qualified
- Supportive team
- Career progression
The Role
Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team. You will perform all the expected paraplanner duties within a fun and dynamic team.
The Business
Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution. Our client have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this. They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high levels of customer service.
Responsibilities
Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk
Compile investment, pension and protection illustrations, projections and associated documentation
Prepare suitability reports, and client service agreement letters and assist in checking valuations
Ensure client files comply with both FCA regulations and internal policy and procedure
Overall, this is a full Paraplanner role within an IFA environment
Requirements
Have secured a number of financial qualifications and striving towards the certificate in Paraplanning or Level 4 Diploma in Financial Planning
Have previous experience of working as a Paraplanner
Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries
Benefits
Good benefits package including 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension, and Birthday leave.