Job Description
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors.
The Role
Key Responsibilities:
* 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
The company are able to consider hybrid working (min 3 days in office), although office-based would be preferred.
The Candidate
1. Previous experience as a Paraplanner (idea...