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Financial Planning Assistant
2 months ago
Job Opportunity
South Yorkshire (Remote based with expectation of being in the office twice per month)
£45,000 + Benefits
Job Overview
Clayton Davies is seeking an experienced Paraplanner to support our Financial Advisers in providing exceptional client service.
Key Responsibilities
- Conduct thorough research to gather relevant information for client advice, ensuring accurate and relevant data is presented to the Advisers.
- Prepare comprehensive suitability reports and letters, adapting our approach for clients in vulnerable circumstances.
- Proactively identify areas of potential future advice and collaborate with the Financial Adviser to discuss with clients.
Requirements
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
- Proven experience in a Paraplanner role within a wealth management business
