Financial Planning Assistant

4 weeks ago

Wolverhampton, Wolverhampton, United Kingdom D&R Recruitment Limited Full time
Paraplanner - Hybrid WFH

We are seeking an experienced Paraplanner to join our team at D&R Recruitment Limited. As a key member of our financial planning team, you will work closely with our Financial Planner to provide high-quality service and support to our clients.

This is a HYBRID role, offering the perfect blend of flexibility and collaboration. You will be committed to continuous personal development and possess a strong understanding of the financial planning process.

Key Responsibilities:
  • Collaborate with the Financial Planner to discuss client objectives and assist in gathering necessary information to compile comprehensive financial suitability reports.
  • Aid in identifying planning areas and sourcing solutions to meet client needs and objectives, including tax calculations when necessary.
  • Ensure client information is collected and maintained in accordance with 'know your client' principles and company policy.
  • Verify compliance documentation is accurate and complete when presenting suitability reports and recommendations.
  • Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy, and prepare client documentation.
  • Conduct fund research and analysis to support Financial Planner recommendations.
  • Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes.
  • Manage a library of suitability report templates and conduct due diligence.

We are looking for a skilled and detail-oriented individual who can thrive in a fast-paced environment. If you are passionate about financial planning and have excellent communication skills, we encourage you to apply for this exciting opportunity.

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