SKILLED PARAPLANNER ROLE FULL OFFICE BASED IN A GREAT COMPANY.  FULL OFFICE BASED IN A LOVELY GREAT COMPANY. 

Essential Education, Qualifications - Level 4+ Financial services qualifications, RO exams are preferable.

Duties, Experience and Responsibilities:

 5 years Paraplanning experience you will have the vision and ability to write two multi pensionand investment suitability reports per week, or 5 simple suitability or reviewreports per week, for our HNW Clients. 

Familiar with core Consumer duty principles, and able to put them at the heart ofeverything NEEDED BY THE COMPANY

Personal Skills needed: -

Communication: Ability to communicate effectively both verbally and in writing, and todeal with individuals at all levels.Team working: Collaborative and proactive mind set. Ability to contribute as part of a team,and deal with individuals at all levels within the business.

Able to work within defined business processes.Professional integrity: The strength of character to explain a professional point whilehaving empathy with a customer or colleague.

Relations with others: The personal qualities and skills that promote open andconstructive working relationships with colleagues and customers.

Flexibility: The flexibility for, and commitment to, continual self-development andimprovement.

Put the Client needs and out comes first in every situation, in a fully compliant manner.

Lead the preparation of suitability reports for approval by the Financial Adviser, andprepare associated documentation as required.

Work with the Administration Team& ensure all information is available for a suitability report to be produced. This will includethe pre-completion of documentation ready for clients to check and sign. 

Have at least Level 4 Diploma in Financial Planning or equivalent so able act as a knowledgebank for queries of a technical nature, and when the adviser isn’t available. 

Responsible for day-to-day paraplanning tasks – identifying what’s required, in clientcases have information missing or outstanding actions.

Then working with the advisers and administrative team to obtain this information and subsequently writing a suitabilityreport ready for adviser approval.

GREAT OPPORTUNITY FOR AS OUTLINED A 4 YEAR SKILL IFA PARAPLANNER FIRM SKILLS IN A GREAT COMPANY BLESS YOU :)