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Financial Planning Assistant

1 month ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Clayton Davies Ltd Full time
Paraplanner Job Description

At Clayton Davies Ltd, we are seeking a skilled Paraplanner to join our team of experienced professionals. As a Paraplanner, you will play a crucial role in supporting our wealth management team in providing high-quality services to our clients.

Key Responsibilities:
  • Pre-approval documentation: Prepare pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical, and the Investment Team where appropriate.
  • Suitability reports: Provide accurate, timely, and compliant suitability reports from template format.
  • Technology utilization: Utilize all technology to produce accurate solutions for clients.
  • Financial calculations: Carry out relevant financial calculations on behalf of the advisers, including CGT and AA.
  • Proactive self-development: Proactive self-development and understanding industry changes.
  • Compliance: Ensure all advice documentation is compliant according to FCA guidelines and additional compliance requirements.
  • Communication: Effectively communicate at all times both internally and externally - verbal and in writing.
  • Client information: Work with the adviser to gather sufficient client information, including delegating appropriate information gathering tasks to Client Administration Team.
  • Research systems: Understand and apply all of the company's research systems.
  • Instructions to Client Administration Team: Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed.
Experience Required:
  • Previous experience: Previous experience as a Paraplanner.
  • Curo and/or Dynamic Planner: Previous experience of Curo and/or Dynamic Planner an advantage.
  • Qualification: Qualification to QCF Level 4, or willingness to work towards this (company support provided).