Paraplanner
other jobs Clayton Davies Ltd
Added before 1 Days
- England,Yorkshire and The Humber,South Yorkshire,Sheffield
- full-time
- £40,000 - £45,000 per annum
Job Description:
OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE OFFICE TWICE A MONTH
Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.
Key Responsibilities:
*Providing ongoing paraplanning support to the advisers and technical support to other staff
*Compilation of recommendation paperwork, including writing suitability reports.
*Assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk.
*To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
*Writing technical and accurate suitability reports and client service agreement letters
Experience Required:
*Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent or working towards.
*Prior experience in a Paraplanning role.
Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.
Key Responsibilities:
*Providing ongoing paraplanning support to the advisers and technical support to other staff
*Compilation of recommendation paperwork, including writing suitability reports.
*Assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk.
*To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
*Writing technical and accurate suitability reports and client service agreement letters
Experience Required:
*Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent or working towards.
*Prior experience in a Paraplanning role.
Job number 1754428
metapel
Company Details:
Clayton Davies Ltd
Company size: 1–4 employees
Industry: Recruitment Consultancy
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