Job Description
The Company:
* This well-regarded financial advisory firm deliver holistic and tailored financial planning solutions to their range of clients and are currently looking to recruit an experienced Paraplanner to support their growing team of Advisors.
* They are looking for someone who can work autonomously and in return offer a flexible hybrid working arrangement to suit you – whether that’s 1 day in the office or 5.
The Role:
* Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types. Review fact-finds, risk profiling, and client objectives to ensure report is accurate.
* Annual Reviews: Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements.
* Technical Research: Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions.
* Provider Liaison: Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation.
* Support: Support Advisers with client meeting preparation and follow-ups
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