James Phillip Financial Recruitment are working with a local Wealth Management firm in Stamforf looking for an experienced Paraplanner to join the Wealth Management Team following a promotion. Looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.

The successful candidate will have the drive and determination to write reports and process new and existing business accurately and efficiently. Ideally the candidate will be at least Diploma qualified or working towards that qualification, with a desire to achieve Chartered status, with salary to match (if not already Chartered). A strong interest in financial services, excellent communication skills, and high service standards are essential.

Key Duties and Responsibilities:

• To work in the Wealth Management Support Team reporting to the Compliance Manager and Head of Support.
• To prepare Suitability Reports and process new and existing business in accordance with the Firm's policies and procedures, using the appropriate templates.
• To use the Firm's case management system and ensure it is kept up to date.
• To ensure business is conducted compliantly and efficiently.
• To ensure work complies with the Firms policies, FCA regulations and best practice.
• To always put the interests of the client first.
• To promote the good name of the Firm and profession.
• To support the IFA's and senior members of staff as necessary with administrative duties.
• To use cash flow modelling tools where appropriate.
• To liaise with product providers, clients and industry professionals as required.
• To prepare annual client reviews