|Our client is looking for an additional Paraplanner to join their busy team.
The Paraplanner will be responsible for:
· Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure ALL aspects of the client financial needs are clearly documented, challenging the consultant where appropriate to enable them to research suitable whole of market advice based on the information provided. As part of this the role holder will be expected to challenge gaps and justifications with consultants where appropriate.
· Using research tools to ensure independent/holistic advice is provided to the client in line as requested.
· Liaise with consultants and other parts of the business plus third parties for additional information to support the recommendations for the clients, with the ability to challenge/agree requirements to enable the paraplanning activities are performed in a timely and quality manner.
· Preparing draft suitability reports within an agreed timescale for the client based on the information received/researched, for final approval by the consultant, using technical knowledge and experience plus compliance approved templates/standard paragraphs (where they exist) and soft facts including justification for advice.
Excellent planning and organisation skills will be required with the ability to analyse and document client needs clearly in a timely manner to meet agreed service levels to ensure that we are operating a commercial service plus meeting personal targets.
You will need to be an experienced Paraplanner, preferably with Level 4 diploma, with some experience in DB pensions.
Our client offers remote working, a competitive salary and a good benefits package.
Please email your CV to register interest to firstname.lastname@example.org