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Paraplanner

4 months ago

West Yorkshire, United Kingdom Medlock Partners Full time

Paraplanner salary up to £38,000

Wakefield based.

Hybrid working

X2 Death in service

Medical cashback

Exam support + Funding

Christmas shutdown

We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successful candidate will be working alongside an experienced team of Paraplanners to create bespoke Technical Suitability reports to their extensive Client base.

You will be working closely with our Financial Planners and the competent production of suitability reports. Our Client also offer the opportunity to work closely with our Investment Committee and gain experience in other compliance-related activities as well as development into becoming a Financial Planner role should that be an aspiration


Duties Responsibilities,


• Work closely with a nominated Financial Planner(s) to formulate advice, ensure client files remain compliant and produce competent suitability reports

• Complete annual suitability review letters for a nominated Financial Planner(s) and raise any other potential queries with the Financial Planner(s)

• Assist the Paraplanning Supervisor and Investment Committee in maintaining centrally held research for the firm’s central investment proposition

• Maintain accurate information within the firm’s CRM Specific Responsibilities

• Act as a ‘point of contact’ within the office for a nominated Financial Planner(s), ensuring the Financial Planner(s) cases are logged within the team and provide regular updates on the stage each case is at

• 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

• Undertake research both independently and with the financial planner to identity suitable solutions to meet clients’ needs to Communicating with providers and obtaining all plan information relevant to advice being given o Prepare information/comparisons for analysis by financial planner o Consider tax and legal implications of any advice given to ensure supporting research, documentation and records meet FCA’s requirements to Prepare draft suitability reports in accordance with agreed recommendations to be discussed/signed off by the Financial Planner’s.

• Completion of annual suitability review letters in a timely and accurate manner

• Conduct research on ad-hoc withdrawals of plans to assess suitability

You will need to have industry related experience to be considered and ideally be Level 4 Diploma qualified OR working towards.


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.