Job Description
📍South Yorkshire (Remote based with expectation of being in the office twice per month)
💰£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