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Job Title: Paraplanner
Our client is seeking an experienced Paraplanner to join their expanding team based in Canterbury, Kent.
Main Job Purpose:
To support advisers in providing compliant advice to clients.
Responsibilities:
1. Preparation of suitability reports from approved templates
2. Draft templates for approval
3. Obtain relevant quotations from providers
4. Process new business
5. Obtain policy information
6. Demonstrate principles of Treating Customers Fairly in all customer dealings
7. Communicate understandable recommendations to customers, both verbally and in writing
8. Ensure compliance with FCA rules and business procedures
9. Create compliant client files with correctly documented communications
10. Support the provision of quality advice and service, minimizing customer complaints
11. Complete CPD activities to meet professional development needs and maintain training records
12. Report any rule breaches to Senior Management
13. Develop and maintain high compliance standards across all business aspects
14. Perform additional tasks as deemed appropriate by the Director(s), based on role, training, and experience
Qualifications:
1. Full FPC or Certificate of Financial Planning (first paper required for Trainee status)
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