Job Description: My client specialises in providing high quality face to face wealth management services to individuals, businesses and trustees across the UK. They are looking for an experienced Paraplanner to join the team.
The role will involve taking responsibility for the following:
Assessment of files/holdings following client meetings.
Liaising with advisers, providers, administrators and managers.
Producing high quality compliant suitability reports.
Undertaking fund analysis.
Problem solving on complex cases.
Extensive experience in writing technical suitability reports and conducting high quality fund research.
Experience of working for an IFA in a similar role would be preferred.
QCF Level 4 Financial Services qualification as a minimum
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
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