Comprehensive Suitability Reports Expert

1 week ago


Kettering, Northamptonshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time

We are looking for a talented Comprehensive Suitability Reports Expert to join our team.

The salary for this position is approximately £42,500 per annum.

About the Role:

This position involves preparing comprehensive suitability reports, including drawdown, tax-free cash, and inheritance tax advice.

  • Key Responsibilities:
  1. Preparing comprehensive suitability reports.
  2. Reviewing and analyzing investment portfolios, asset allocation, and risk profiles.
  3. Collaborating with the Managing Director for technical meeting preparation and fund analysis.
Requirements:
  • DipPFS qualification or equivalent.
  • A minimum of 3 years' experience as a paraplanner in a similar environment.
  • Strong understanding of investments, pensions, protection planning, and inheritance tax from a wealth management background.
  • Familiarity with IT systems, preferably Intelligent Office, Mortgage Brain, Dynamic Planner, and Selectapension.
  • Excellent communication and interpersonal skills.


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