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A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.
Job Description
As a Paraplanner, you will be supporting the Financial Planners with administration support to service clients' needs around financial advice, ensuring that this service is of a top-class standard. The main duties will be:
* Preparing suitability reports for clients and client review packs for investments, pensions, and protection solutions
* Carrying out specific research on financial products tailored to each client's needs
* Using investment and wrap platforms
* Conducting reviews, dealing with client queries efficiently, and acting as a point of contact for clients
* Submitting plans to third-party provider companies
* Maintaining accurate administrative information and ensuring compliance with relevant regulations
* Obtaining illustrations and product information, and preparing application forms
The Successful Applicant
For this role, we are looking for someone who has:
* Experience working in an IFA practice
* Strong analytical skills
* Solid knowledge of financial products such as pensions, investments, mortgages, and protections
What's on Offer
As a Paraplanner, you will receive:
* 25 days holiday, with options to buy or sell additional days
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