Paraplanner

1 month ago

Harrogate UK, North Yorkshire, United Kingdom Medlock Partners Full time

Paraplanner, Salary up to £38,000

Harrogate

Private Health Care, Life Cover

Death in service

Exam support and Funding

Ongoing development

We are proud to be representing a prestigious Firm of Financial Planners who have an excellent reputation within the industry for providing bespoke Advice to their forever growing Client base. Our client pride was founded to offer a wider audience first class financial advice to meet their client’s needs.

Our client were ranked 1 for growth last year within their network which they are highly proud of and keen to build on and now have an excellent Opportunity for a talented Paraplanner to join their Organisation who will be responsible for supporting 2 top performing Financial Planners in delivery and to ensure the Client journey remains seamless.

Responsibilities

• Preparing compliant suitability reports and conduct a general assessment of a client’s circumstances and identify areas for financial planning review existing portfolio/arrangements in terms of; asset allocation, risk profile, cost, performance, taxation, suitability for client objectives etc

• Complete technical research as part of the existing arrangement review process

• Understand Clients overall financial position.

• Discuss client objectives with the relevant adviser, identifying and obtaining necessary client information to prepare the necessary suitability checks

• Ensure all client queries are appropriately investigated and accurate responses given

Conduct annual reviews in line with SLA’s Work as part of a team

• perform well under pressure whilst maintaining a high level of accuracy throughout your work.

• Financial Services industry experience with up-to-date knowledge of FCA regulations.

To be considered for this Opportunity you will need to have prior experience of working within the industry and have a good understanding of writing bespoke Suitability reports and be ideally working towards Industry related exams.

Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.

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