Job Information

We are excited to be recruiting for an experienced Paraplanner team member for a successful National Wealth Management company in Wakefield, West Yorkshire.

This is an organisation that takes pride in its people, their development and reward and recognition.

Whether you are part of fully qualified, you will work closely alongside a dedicated team of Financial Planning Consultants, joining a team of experienced Paraplanners, assisting both Directors and Advisers of the firm.

With progression and development opportunities fully supported, this role is ideal for someone who wants to build a successful career.

Responsibilities:

• Prepare recommendations
• Identify and discuss areas for planning with the adviser.
• Undertake relevant research to identify suitable solutions to meet a client`s specific objectives. Liaise with our advice guidance department on any technical aspects of the case that require additional support and guidance.
• Prepare relevant documentation and comparisons for review.
• Prepare draft suitability letters to be discussed and signed.
• Responsible for the completeness and accuracy of the information on which client recommendations are made.
• Implement recommendations
• Complete applications or proposal forms (in conjunction with the Administrative team).
• Keep abreast of changing legislation both internally and externally ensuring that all updates are read and fully understood.
• To provide drafts of investment updates and other client communications to the Financial Planners for consideration, this includes reports, letters and other methods of communication.
• Maintain a detailed knowledge and understanding of the firm`s compliance procedures including record keeping requirements.
• Comply with internal rules and processes and notify a senior person immediately if there is any breach, or risk of there being a breach.
• Provide support to Practice Manager on allocation of workflow where required.

We are ideally seeking a qualified candidate with a Diploma in Financial Planning Level 4, but will consider those part qualified with relevant Paraplanning experience.

You will ideally have around 3+ years` experience within Paraplanning and will be able to hit the ground running.