Home Based Paraplanner

This range is provided by Nelson Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range £38,000.00-£45,000.00 Specialist Financial Services Recruiter and Former Paraplanner – Connecting Top Talent in Wealth Management Key Responsibilities Prepare suitability reports across a wide range of advice types, financial products, and investment solutions. Carry out any necessary technical research. Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Work with the Financial Planner to ensure the correct client outcome is achieved. Attend client meetings to support the Financial Planner in the delivery of cash flow modelling, as required. Manage own workload to meet personal targets. Communicate effectively with the Financial Planners to manage expected delivery dates. Professional Qualifications and Education Level 4 Diploma in Financial Planning (DipPFS) minimum. A desire to develop further and to undertake relevant examinations and work towards Chartered status. Seniority level Associate Employment type Full-time Job function Other #J-18808-Ljbffr