My client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK.
We are urgently seeking an experienced Paraplanner to work from the Harrogate offices, specifically supporting the Financial Planners by reviewing, analysing, and preparing compliant plans for clients, ensuring recommendations align with the company's investment philosophy.
1. Prepare fully compliant reports for Financial Planners' clients.
2. Carry out all fund purchases in line with company procedures.
3. Conduct annual reviews in accordance with SLAs.
4. Create and maintain a "Best Product" panel for the recommendation process.
5. Create and maintain report writing and standard wording libraries.
6. Participate in regular one-to-one meetings with clients.
7. Maintain regulatory and compliance standards at all times.
Candidate Requirements:
* Ideally FPC or Level 4 Diploma qualified (or close to qualification).
* Approximately 2-3+ years of extensive experience in paraplanning, including research and report writing.
* Experience with direct client contact is advantageous.
* Experience with industry-standard tools such as FE Analytics and Adviser Office is preferred.
Benefits:
You will be rewarded with a competitive salary and strong benefits package, along with opportunities for long-term progression within the firm.
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