Paraplanner

This Paraplanner job is available within an award winning firm that truly cares about their team.
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:
Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions
Draft suitability reports, for final approval by the Financial Advisor
Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs
Individuals with experience of reviewing DB pension transfer cases would be preferable. Ideal experience would be first hand knowledge of drawdown advice, recommending annuities, scheme pensions, defined contributions with GMP / RST pension plans
Career Progression
As a people focused business, they are committed to supporting and enabling professional development. A lot of their current Financial Advisors have come through the ranks, therefore for the right individual, there would be progres...