Paraplanner - Wakefield - up to £37,500
Reporting to:Paraplanning Supervisor
Purpose of the Role:
Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner(s).
Assist the Paraplanning Supervisor and Investment Committee with maintaining centrally held research for the firms Central Investment Proposition
Maintain accurate information within the firms Client Management System.
Benefits
Christmas & New Years' Eve off, not deducted from holiday allowance
Strong education support including exam fees paid and study days and exam days off not deducted from holiday allowance
50% Work from home after probation
Professional body membership fees paid
4% bonus
Specific Responsibilities
Act as a 'point of contact within the office for nominated Financial Planners, ensuring that their cases are logged within the team and providing regular updates on the stage each case is at.
Preparing and maintaining client files, and compliant suitability reports.
Completion of annual suitability review letters in a timely...