Paraplanner

4 days ago


United Kingdom Clayton Davies Full time

📍Home based with expectation of being in their Yorkshire based office once every 2-4 weeks

💰£45,000 + Benefits


Job Description:


Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.


The role will involve taking responsibility for the following:


  • Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client’s needs and objectives with a good outcome.
  • Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
  • Prepare suitability reports and letters for the Financial Advisers to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
  • Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
  • Draft and co-ordinate technical documents and research for client presentation.
  • When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Financial Adviser for them to discuss with the clients.


Key Requirements;

  • RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
  • Experience in a Paraplanner role within a wealth management business

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