We have an exciting opportunity for an experienced Paraplanner to work for an independent law firm providing technical research services to the team, and ensuring the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the business to achieve its goals.
Responsibilities
* Accurately prepare suitability reports and letters to target deadlines
* Ensure all client work is compliant and supported with relevant paperwork
* Undertake comparative research in preparation of client recommendations
* Complete technical research as part of the existing arrangement review process
* Understand clients overall financial position from IFA fact finds
* Discuss client objectives with the team member, identifying and obtaining necessary client information to prepare the necessary suitability checks
* Ensure all client queries are appropriately investigated and accurate responses given
* Conduct annual reviews in line with SLA’s
Location & commitments
* Permanent, full-time position with some flexibility on start and finish times
* Based at our London office, with occasional travel to client sites
* Overtime may be required during busy periods
Friday’s work from home or training day.
Candidate requirements
* Strong understanding of financial products and services
* Ability to assess suitability in line with client’s goals
* Strong analytical skills, specifically analysing financial records and providing detailed technical commentary
* Strong organisation skills with the ability to manage multiple caseloads at any one time
The salary for this position is up to £28,000 per annum depending on experience.