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Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeAbout UsLime People Search & Select Ltd is a reputable Investment Management & Financial Planning firm based in the North Leeds area, providing a full Financial Planning service to both individuals and businesses.Job SummaryWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our existing team, supporting our Financial Advisers in...
Paraplanner
4 months ago
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
We are proud to be representing a prestigious Firm of Financial Planners who have an excellent reputation within the industry for providing bespoke Advice to their forever growing Client base. Our client pride was founded to offer a wider audience first class financial advice to meet their client’s needs.
Our client were ranked 1 for growth last year within their network which they are highly proud of and keen to build on and now have an excellent Opportunity for a talented Paraplanner to join their Organisation who will be responsible for supporting 2 top performing Financial Planners in delivery and to ensure the Client journey remains seamless.
Responsibilities
• Preparing compliant suitability reports and conduct a general assessment of a client’s circumstances and identify areas for financial planning review existing portfolio/arrangements in terms of; asset allocation, risk profile, cost, performance, taxation, suitability for client objectives etc • Complete technical research as part of the existing arrangement review process • Understand Clients overall financial position. • Discuss client objectives with the relevant adviser, identifying and obtaining necessary client information to prepare the necessary suitability checks • Ensure all client queries are appropriately investigated and accurate responses given Conduct annual reviews in line with SLA’s Work as part of a team • perform well under pressure whilst maintaining a high level of accuracy throughout your work. • Financial Services industry experience with up-to-date knowledge of FCA regulations.
To be considered for this Opportunity you will need to have prior experience of working within the industry and have a good understanding of writing bespoke Suitability reports and be ideally working towards Industry related exams.
Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion
