Duties for the Paraplanner:
Support the Financial Adviser throughout the client journey.
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.
Understand clients overall financial position from fact finds.
Conduct annual reviews in line with SLAs.
Person Specification for the Paraplanner:
Level 4 Financial Planning Diploma or working towards.
Previous experience as a Paraplanner minimum 12 months experience.
Strong understanding of financial products and services.
Prior experience of managing/supervising people.
Strong analytical skills specifically analysing financial records.
Salary: £40,000 - £50,000pa (dependant on the level of experience)
Hours: Monday to Friday 9am till 5pm (hybrid pattern)
This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above
Salary description
£40000.00 - £50000.00 per year