Job Description
My client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK.
We urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, specifically providing assistance to the Financial Planners of the business on reviewing, analysing and preparing compliant plans for client which verify any recommendations made and that are in line with the companies Investment philosophy.
Specifically you'll:
Prepare fully compliant reports for Financial Planners clients
Carry out all Fund purchases in line with company procedures
Conduct Annual reviews in accordance with SLA's
Create and maintain a Best Product panel to be used in the recommendation process
Create and maintain the Report Writing / Standard wording libraries
Participate in regular one to one's with clients
Maintaining Regulatory and Compliance at all times
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