Paraplanner

Our client, within the Wealth Management Industry, are seeking two Paraplanners to join their team.

Requirements: 1-3 years experience as an Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma in Financial Planning Key Responsibilities: To draft suitability reports in alignment with the compliance requirements Ensure all information received from the financial planner is complete and accurate for advice Assist in the advisory on client meetings Perform ad hoc tasks as and when required Ensuring that the customer experience follows the companies standards Package: Salary 40k Hybrid working (3 days in office) Private Medical and Dental Insurance Employee Pension Scheme 24 days Annual Leave If this role is of interest to you, please do pop me a message or email me with your CV: