Paraplanner (Pensions Management)

5 days ago


United Kingdom Clayton Davies Full time €45,000

Home based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits


Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.

Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client’s needs and objectives with a good outcome.
Prepare suitability reports and letters for the Financial Advisers to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Financial Adviser for them to discuss with the clients.

RQF level 4 Diploma in Regulated Financial Planning (or equivalent)



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