Paraplanner (United Kingdom)

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 in achieved

• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required

• Manages 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 working towards Chartered status