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Paraplanner Specialist
2 months ago
We are seeking a skilled Paraplanner to join our team at tPS Recruitment. As a Paraplanner, you will play a critical role in supporting our Advisers and contributing to the success of our clients.
Key Responsibilities- Undertake comprehensive investment portfolio analysis, including asset allocation analysis in line with client risk profiles
- Compile investment, pension, and protection illustrations, projections, and associated documentation
- Prepare suitability reports and client service agreement letters, ensuring compliance with FCA regulations and internal policies
- Ensure client files are up-to-date and compliant with regulatory requirements
- Hold relevant financial qualifications, such as the Certificate in Paraplanning or Level 4 Diploma in Financial Planning
- Have previous experience working as a Paraplanner in an IFA environment
- Be confident in working alongside Advisers to provide advice on new and existing client queries
We provide a competitive benefits package, including 25 days holiday (rising with length of service), Holiday Purchase Scheme, Life Assurance, Pension, and Birthday leave.
