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Compliance and Paraplanning Professional
2 months ago
Job Type: Part-time or Full-time
Location: Remote or Hybrid
Job Description:
We are seeking a highly skilled Compliance Officer/Paraplanner to join our team at Dovetail Recruitment Ltd. As a Compliance Officer/Paraplanner, you will be responsible for ensuring the company's compliance with regulatory standards and providing paraplanning support to our financial advisors.
Key Responsibilities:
- Compliance:
- Oversee day-to-day compliance functions and ensure adherence to regulatory standards.
- Stay updated on FCA regulations and adjust company policies accordingly.
- Provide training and mentorship to advisors on compliance matters.
- Manage external audits with confidence.
- Paraplanning (For Full-Time Applicants):
- Prepare comprehensive client reviews on investment and pension performance, including risk assessments and cashflow forecasting.
- Draft suitability reports for pension, investment, and protection advice.
- Conduct detailed research on pension and investment products, covering features, underlying investments, and allocations.
- Analyze data using tools like FE Analytics, Defaqto Engage, Adviser Asset, and CashCalc (training provided if required).
- Additional Responsibilities:
- Assist in the development and implementation of compliance policies and procedures.
- Collaborate with the management team to ensure compliance with regulatory requirements.
- Provide support to financial advisors in preparing client reports and presentations.
Requirements:
- Experience: Proven experience as a Compliance Officer is essential.
- Additional Experience (Full-Time): Paraplanning or Financial Advisor experience.
- Flexibility: A proactive attitude and ability to work part-time, with a flexible approach to scheduling.
- Qualifications: Level 4 Diploma in Financial Planning.
- Skills: Strong compliance expertise, alongside paraplanning skills or a willingness to learn, with proficiency in relevant tools.
What We Offer:
- Competitive Salary: £35,000 - £45,000 (Based on Experience)
- Flexible Work Arrangements: Choose between hybrid or fully remote work to match your lifestyle.
- Family-Friendly Schedule: Enjoy part-time hours designed around family commitments.
- Supportive Team: Work with a close-knit group of professionals and receive mentorship from experienced leaders.
