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Paraplanner
Are you a diploma qualified Paraplanner looking for a fresh challenge in a highly supportive and collaborative environment?
We are working with a natiional wealth management firm that is looking for an experienced Paraplanner to work on a fully remote basis.
If you’re passionate about research, technical analysis, and writing high-quality reports, then this is the role for you !
The Role:
- Drafting compliant suitability reports
- Ensurig all recommendations and reports meet FCA compliance standards, including accurate documentation of adviser-client conversations and client circumstances.
- Preparing client portfolio review analysis.
- Conducting fund and product research.
- Reviewing letters.
- Cash flow modelling.
- Assist advisers with technical calculations, such as chargeable/capital gains, IHT liabilities and investment risk assessments
Key skills and Experience Required:
- You should be qualified or working towards Diploma Level 4, as a Paraplanner.
- Strong experience is essential, and you must be able to work efficiently and independently in a small team environment.
- Excellent time management skills, with the ability to meet strict deadlines.
- Ability to work without close supervision
- Excellent verbal and written communication skills.
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
