Paraplanner (Home Based) - £50k

1 month ago

Manchester, United Kingdom Nelson Scott Full time

Paraplanner Fully Home Based (can be hybrid or office aligned if preferred) Key Responsibilities • Prepare suitability reports across a wide range of advice types, financial products, and investment solutions • Carry out any necessary technical research • Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times • Work with the Financial Planner to ensure the correct client outcome in achieved • Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required • Manages own workload to meet personal targets • Communicate effectively with the Financial Planners to manage expected delivery dates Professional Qualifications and Education • Level 4 Diploma in Financial Planning (DipPFS) minimum • A desire to develop further and to undertake relevant examinations and working towards Chartered status

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