Paraplanner
2 days ago
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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