Paraplanner

2 days ago


City Of Bristol, United Kingdom VPA London Full time

Our client, within the Wealth Management Industry, are seeking two Paraplanners to join their team.


Requirements:


  • 1-3 years experience as an Paraplanner
  • Excellent attention to detail and technical knowledge
  • A good understanding of FCA COB rules
  • Ability to work under pressure and as part of a team
  • Level 4 Diploma in Financial Planning


Key Responsibilities:


  • To draft suitability reports in alignment with the compliance requirements
  • Ensure all information received from the financial planner is complete and accurate for advice
  • Assist in the advisory on client meetings
  • Perform ad hoc tasks as and when required
  • Ensuring that the customer experience follows the companies standards


Package:


  • Salary 40k
  • Hybrid working (3 days in office)
  • Private Medical and Dental Insurance
  • Employee Pension Scheme
  • 24 days Annual Leave


If this role is of interest to you, please do pop me a message or email me with your CV:



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