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Para-planner

4 months ago


Newcastle upon Tyne, United Kingdom Azets Full time

**The role**
You would be expected to support advisers in winning new work serving existing clients by maintaining high standards in the delivery and implementation of financial planning advice.

Day to day activities, to be agreed with line manager.

**Key accountabilities**
- To provide technical and research support to the planners
- To assist the support team and compliance department when required
- Prepare suitability reports
- Prepare summary of recommendations for processing team
- Ensure all recommendations meet with company standards
- Question the planner’s recommendations if applicable
- Discuss any cases that are not clear with your line manager or compliance manager.
- Learn and maintain a detailed understanding of firm centralised investment proposition and relevant internal procedures
- Ensure client records are maintained and information is correctly recorded on IO

Job Reference: AZ01690