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 and salary will reflect qualifications and experience