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Paraplanner - Financial Planning 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 high-performing Advisers in a small support team.
Key Responsibilities- Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk
- Compile investment, pension, and protection illustrations, projections, and associated documentation
- Prepare suitability reports, and client service agreement letters, and assist in checking valuations
- Ensure client files comply with both FCA regulations and internal policy and procedure
- Have secured a number of financial qualifications and striving towards the Certificate in Paraplanning or Level 4 Diploma in Financial Planning
- Have previous experience of working as a Paraplanner
- Feel confident working alongside one or more Advisers offering relevant advice based on new and existing client queries
- Good benefits package including 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension, and Birthday leave