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Paraplanner

1 month ago

Oxford Circus, United Kingdom Integro Partners Full time
My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team.
 
This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working.
 
As a Paraplanner, you will play a crucial role in supporting the director and high net worth clients by preparing suitability reports, conducting technical research, and ensuring compliance with internal and legislative obligations.
 
Key Responsibilities:
Prepare suitability reports for a wide variety of advice types
Carry out technical and fund research
Ensure compliance with company policy and procedures
Discuss client objectives with Financial Advisers
Liaise with product providers and other third parties effectively Requirements:
Experience as a Paraplanner
Knowledge of compliance and legislative obligations
Effective communication and interpersonal skills
Ability to maintain effective relationships with colleagues
Proactive approach to enhancing industry and company knowledge Qualifications:
Relevant certifications in Paraplanning or Financial Services
Demonstrated experience in preparing suitability reports
Minimum of 2 years experience as a Paraplanner

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