Comprehensive Paraplanning Services Professional
2 weeks ago
About the Role:
As a Comprehensive Paraplanning Services Professional, you will play a key role in delivering comprehensive financial planning services, working closely with Financial Planners and supporting the development of client relationships.
Key Responsibilities:
The successful candidate will be responsible for:
- Acting as the main point of contact for all technical support.
- Interpreting and analysing data from client meetings to provide tailored solutions.
- Preparing suitability reports, client illustrations, and key features documents.
- Ensuring compliance with procedures and maintaining up-to-date client files.
- Building and maintaining relationships with product providers and keeping the team informed of market developments.
- Supporting the delivery of the firm's investment proposition.
- Proposing and drafting financial solutions for clients.
What We Offer:
In addition to a competitive salary of up to £75,000, negotiable dependent on experience, we offer a range of benefits including hybrid working, fully supported exams and progression, and a workplace pension with 8.5% employer contribution.
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