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.