Full-Time Paraplanner

What will you be doing?To prepare suitability reports for simple advice for a team of Financial Planners whilst developing and improving knowledge under supervision to graduate to full Paraplanner status. To ensure that the preparation of advice is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.

Key Responsibilities

• Prepare suitability reports appropriate to level of experience and under relevant supervision.
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Communicate effectively with the Financial Planners to manage expected delivery dates of reports
• Responsible for managing process, tasks and complying with FCA and compliance guidelines
• Participate in team meetings highlighting issues and owning actions through to resolution
• Maintain core systems ensuring all documents are uploaded to the back office to support the advice
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
• Proactively enhance industry and company knowledge through external and internal sources and maintain an accurate CPD log

Key Skills and Experience

• Proven Financial Services administration experience.
• Good organisation and prioritisation skills; able to work independently and within a team.
• Good communication skills both written and verbal.
• Literacy, numeracy, and analytical skills are essential.

Professional Qualifications and Education

• Excellent standard of education ideally degree educated
• Holds Level 4 Diploma in Financial Planning (DipPFS)

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