I am looking to speak with people that have experience completing suitability reports my client has recently promoted their existing Paraplanner to an Adviser after 3 years. They are now looking for someone to support the office and carry out suitability reports for Investments and Pensions. They are a growing firm that is currently bringing on a lot of new clients and is happy to provide study support for your qualifications. On offer is the opportunity to work out of central London for a growing business that can provide a friendly and supportive structure.
They can provide the opportunity for someone to progress to Adviser, this would be 24 – 36 months down the line as you develop your working knowledge and complete exams as a Paraplanner.
Responsibilities:
Preparing necessary research for client reports – these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.
Handling both client and adviser queries and undertaking any necessary research.
Reviewing products available to meet client needs and making appropriate recommendations.
Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors.
Ensuring all paperwork is compliant with FCA guidelines.
To be considered.
Experience in writing suitability reports
Experience working in a financial planning environment
