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Paraplanner

4 months ago

London, 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