This Paraplanner job is available within an award winning firm that truly cares about their team.
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:
* Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
* Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions
* Draft suitability reports, for final approval by the Financial Advisor
* Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs
This role has a holistic focus, whereby you will involved in a variety of products and advice needs, therefore our client is looking for individuals with holistic experience.
Paraplanner Requirements
1. You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors
2. Paraplanners with experience of working towards SLA targets would be beneficial
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