We are seeking a talented paraplanner to join our client's growing Paraplanning Department. Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability reports, they also offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
The salary for this Paraplanning role is up to £38,000 + Benefits
Purpose of the Role:
- Work closely with the Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
- Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner(s).
- Assist the Paraplanning Supervisor and Investment Committee with maintaining centrally held research for the firm’s Central Investment Proposition
- Maintain accurate information within the firm’s Client Management System.
Specific Responsibilities:
- Act as a ‘point of contact’ within the office for nominated Financial Planners, ensuring that their cases are logged within the team and providing regular updates on the stage each case is at.
- Preparing and maintaining client files.
- Preparing compliant suitability reports.
- Completion of annual suitability review letters in a timely and accurate manner.
- Conducting research on ad-hoc withdrawals of plans to assess suitability.
To be Considered:
Experience Paraplanning and crafting suitability reports for Pensions and Investments