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Paraplanner Specialist

2 months ago

London, Greater London, United Kingdom Love Success Recruitment Full time
{"title": "Paraplanner Role", "description": "Job Summary

We are seeking an experienced Paraplanner to join our team at Love Success Recruitment. As a Paraplanner, you will play a crucial role in supporting our UK sales teams in delivering exceptional service to high net worth and ultra-high net worth individuals.

Key Responsibilities
  • Service existing clients and partners, addressing general and technical queries.
  • Coordinate complex financial cross-border solutions, ensuring seamless transactions.
  • Collaborate with insurance companies to service clients and act as an intermediary.
  • Support the UK Sales team in reviewing client files, identifying opportunities, and following up.
  • Conduct annual client reviews, ensuring compliance with FCA regulatory requirements.
  • Prepare suitability letters, create advice sets, and document preparation for AML checks.
  • Liaise with clients and third parties to gather information and answer queries.
  • Manage partner, introducer, and third-party databases, ensuring compliance and documentation.
  • Work efficiently to tight deadlines, ensuring smooth business submissions and high service standards.
  • Stay up-to-date with regulatory changes and relevant legislation.
Requirements

We are looking for a Paraplanner with at least 5 years of experience in the wealth planning industry, FCA level 4 regulated for a minimum of 18 months, and registered with the CII or equivalent.

Salary will be in accordance with experience.

At Love Success Recruitment, we champion diversity, equity, and inclusion, and we are committed to creating a workplace where individuals can thrive.

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