Compliance Assistant

1 week ago


Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

As a Paraplanning Expert at RETAIND Ltd, you will be responsible for working closely with the Paraplanning Lead to provide technical support to our advisors and directors. Key responsibilities include ensuring that all advice given by advisers meets relevant industry and company standards, organising reports and illustrations in a timely and accurate manner, and researching and analysing financial products to meet client requirements and objectives. We require a Diploma or equivalent qualification in Paraplanning, with 2-5 years previous experience in a similar environment. Excellent communication and relationship-building skills are essential, as is a good understanding of IT systems. The salary for this role is £41,000 per annum, based on experience.



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