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Paraplanner (Or Trainee Paraplanner) - Financial Services Professional
2 months ago
We are seeking a highly skilled and motivated Paraplanner to join our team at Medlock Partners. As a Paraplanner, you will play a crucial role in supporting our top-performing Financial Planners in delivering exceptional client service.
Key Responsibilities- Process new business and client illustrations, ensuring accuracy and efficiency.
- Prepare suitability reports, LOAs, and other relevant documentation.
- Compile cases for processing, ensuring all required paperwork is included and signed.
- Process reports and associated paperwork for BED/ISA, Top Up, and Fund switches.
- Utilize back-office systems for accurate record keeping, client file updating, and scanning.
To be successful in this role, you will need to have industry-related experience and ideally be Level 4 Diploma qualified or working towards. We are committed to equal opportunities and welcome applications from candidates of all backgrounds and circumstances.
