Paraplanner

• Competitive Salary
• Immediate Start - Full Time & Part Time Options

About Our Client

The company is a well established player in the financial services industry. As an ambitious and growing organisation, they are dedicated to providing personalised financial advice and tailored solutions to their clients.

Job Description

Core Duties, Experience and Responsibilities

• 5 years Paraplanning experience you will have the vision and ability to write two multi-pension and investment suitability reports per week, or 5 simple suitability or review reports per week, for our HNW Clients.
• Familiar with core Consumer duty principles, and able to put them at the heart of everything we do.
• Put the Client needs and outcomes first in every situation, in a fully compliant manner.
• Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation a...