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We’re seeking a talented individual to join our remote-based central team, which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role, you will also support financial planners with client meetings, including presenting cashflow and preparing responses on technical matters.
What’s in it for me?
As a Paraplanner, you will have access to a structured training programme, offering Training & Competency oversight to support your personal development. We encourage continuous professional development through ongoing studying and qualifications. You will also have the opportunity to collaborate with and learn from a team of experienced Paraplanners and Financial Advisers.
As a Paraplanner, your responsibilities will include:
1. Preparing suitability reports across a wide range of advice types, financial products, and investment solutions.
2. Carrying out necessary technical research.
3. Ensuring client records contain sufficient Know Your Client information to demonstrate the suitability of our advice, and that they are kept accurate and up-to-date at all times.
4. Collaborating with Financial Planners to deliver a positive client experience, ensuring client delivery dates and outcomes are achieved.
5. Attending client meetings to support the Financial Planner in delivering cashflow modelling, as required.
6. Managing processes, tasks, and complying with FCA guidelines.
Qualifications
To be successful in this role, you must:
* Be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning.
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