Overview

Job Title: Paraplanner – Part or Fully Qualified

Location: Stamford, Lincolnshire

Salary: £30,000 – £45,000 depending upon experience

 

Are you a Paraplanner looking for your next role working within wealth planning?

Our client is currently looking for a part of fully qualified Paraplanner to join their support team.

Our client is offering a superb opportunity to be part of a highly regarded and

established firm who pride themselves on offering their clients a superb customer service.

The role is varied and involves working as part of a small, close-knit friendly team of 12 – however part of a much larger firm of over 200 staff

There are 6 Advisers with 6 in the support team.

 

Paraplanning Responsibilities:

  • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
  • Discuss cases with adviser and pro-actively update the adviser throughout.
  • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
  • Prepare all relevant paperwork for client meetings.
  • Prepare and compile financial analysis.
  • Liaise with product providers and other relevant third parties.
  • Ensure that all client requirements are followed through to the appropriate conclusion.
  • Keep up to date with legislation.
  • Ensure thorough knowledge of product research and analytical tools.
  • An understanding of FCA regulations and guidelines relating to financial services clients.

 

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.