Paraplanner

• Providing ongoing paraplanning support to the advisers and technical support to other staff

• Compilation of recommendation paperwork, including writing suitability reports.

• Assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk.

• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.

• Writing technical and accurate suitability reports and client service agreement letters

Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector., * Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent or working towards.

• Prior experience in a Paraplanning role., * Financial Advice

• Financial Planning

• Paraplanning

• Report Writing

• Wealth Management

• Independent Financial Advice