Paraplanner

Paraplanner - Peterborough, East England

Ref: 1607Tuesday 9 July 2024

Up to £45,000

Exciting Opportunity: Experienced Paraplanner Wanted!

Are you an experienced Paraplanner with a passion for financial services? Join our clients dynamic Wealth Management Team in Stamford!

We're seeking a dedicated Paraplanner to prepare Suitability Reports and manage new and existing business, focusing on Investments and Pensions. If you have the drive to deliver high-quality work accurately and efficiently, we want to hear from you!

Salary up to £45,000 depending on experience

 

Key Responsibilities:

  • Prepare Suitability Reports and process new and existing business.
  • Maintain and update our case management system.
  • Ensure compliance with policies, FCA regulations, and best practices.
  • Support IFAs and senior staff with administrative duties.
  • Utilize cash flow modeling tools where appropriate.
  • Liaise with product providers, clients, and industry professionals.
  • Prepare annual client reviews.

 

To be considered:

  • Diploma in Financial planning or working towards
  • Experience as a Paraplanner crafting suitability reports.
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