Position: Paraplanner
Location: Home Based/Remote
Salary: Upto £40,000 per annum, plus benefits (subject to experience)
Our client is looking to recruit an experienced Paraplanner, reporting to the Paraplanning Team Leader. The Paraplanner is responsible for assessing client’s requirements and researching, identifying and presenting solutions in support of Adviser recommendations. Carrying out financial analysis and producing reports and recommendations as well as ensuring all regulatory and compliance standards are met.
Responsibilities:
1. Be able to support the financial adviser by ensuring you are provided with sufficient information about the client, to enable you to understand their goals, financial needs, and objectives.
2. Be able to confirm the client’s goals, financial needs and objectives, attitude to risk and capacity for loss as well as the suitability of their existing financial arrangements.
3. Be able to identify where information appears to be missing and/or inconclusive and can identify what further information you require; whilst always remaining vigilant to the possibilities of financial crime.
4. Be able to prioritise areas for research, in line with the client’s goals, financial needs and objectives.
5. Can undertake research and analysis of applicable products and services that are appropriate to the client’s financial cir...