Job Description
Paraplanner
Stockport based
Salary up to £40,000(Experience dependant)
25 days holiday, Hybrid working
Full exam support PMI, Company Pension Death in service
Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports.
Responsibilities/ Duties:
1. Prepare suitability reports, using the systems and templates provided, for a wide variety of advice types.
2. Carry out technical research on existing and newly recommended products, along with fund research, where required.
3. Ensure all relevant compliance, internal business documents and provider documents have been completed and are located on the back-office system.
4. Ensure all tasks are carried out and completed in line with company policy and procedures.
5. Maintain awareness of, and act in accordance with all Compliance and legislative obligations.
6. Discuss client objectives with the ...