Paraplanner

2 days ago

Sheffield, United Kingdom MERJE Ltd Full time

In your role as Paraplanner, you’ll provide high quality report writing and technical support to a team of financial advisors. Their day to day work is focused around wealth planning, investment business and constructing tax efficient strategies for theirclients using both onshore and offshore investments.

**Key responsibilities include**:

- Responsible for ensuring that the advisors’ files are robust and contain no regulatory breaches
- Liaising with T&C to ensure the advisers are meeting minimum standards regarding advice and challenging advisors around suitability of advice.
- Acting as a point of contact for the advisers to discuss technical product queries and knowledge
- Helping to ensure the firm is not exposed to any unnecessary risk regarding suitability of advice and file standards
- Supporting advisors with any technical queries they may have on various topics including tax planning
- Producing complex tax calculations to include in reports and on an ad hoc basis
- Communicating effectively with colleagues at all levels, up to senior management
- Analysing and interpreting information received from the advisor and providing technical input to any solutions as required
- Producing suitability reports in connection with post-settlement financial advice for financial advisers
- Carrying out research into products and providers as required

**The Person**:

- Minimum Level 4 qualified or equivalent
- Have experience of working in a wealth management environment
- Up to date knowledge of current tax law and financial regulation is essential.
- Extensive knowledge of UK tax and financial planning principles will be required to challenge the advisers around the suitability of their advice.

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