Job Title: Paraplanner - Wealth Management
Location: Bristol (OR Manchester OR London)
Salary/Rate: £250-£350 per day
Start Date: 21/10/24
Job Type: 6 Month Contract - Inside IR35
Company Introduction
We have an exciting opportunity now available with one of our sector-leading consultancy clients! They are currently looking for a skilled Paraplanner to join their team for a six-month contract initial contract. The Ideal candidate must have experience within a Wealth Management firm or similar.
Job Responsibilities/Objectives
You will play a critical role in supporting the financial planners and advisors within a wealth management firm. You will be responsible for providing technical research, preparing detailed financial plans, and ensuring that all regulatory and compliance requirements are met.
1. Fact-Finding Support: Assist financial advisers in collecting and reviewing client data to ensure all relevant information is considered in the financial planning process.
2. Suitability Letters: Draft suitability reports for the adviser to present to the client, explaining why certain financial products or investment options were recommended.
3. Compliance: Ensure all reports and recommendations comply with relevant regulatory requirements, such as FCA standards.
4. Client Interaction: Occasionally interac...