- Prepare suitability reports, using the systems and templates provided, for a wide variety of advice types.
- Carry out technical research on existing and newly recommended products, along with fund research, where required.
- Ensure all relevant compliance, internal business documents and provider documents have been completed and are located on the back-office system.
- Ensure all tasks are carried out and completed in line with company policy and procedures.
- Maintain awareness of, and act in accordance with all Compliance and legislative obligations.
- Discuss client objectives with the relevant Financial Advisers, identifying where further necessary client information is required, in order to prepare suitability reports.
- Develop and maintain effective relationships with colleagues.
- Deal effectively with queries from colleagues and other parties through effective communication.
- Liaise with product providers and other third parties effectively, where required.
- Accurately and efficiently support the Paraplanning Team to enable the achievement of standard internal business targets for suitability reports and research.
- Participate in team meetings.
- Proactively enhance industry and company knowledge, through external and internal sources.
Back to searchParaplanner,Stockport based Salary up to £40,000( Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports. Responsibilities/ Duties:
Paraplanner
Medlock Partners Limited
Posted 14 hours ago, valid for 10 days
Stockport, Cheshire SK6 3LF
£40,000 - £25 per day
Full Time
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Sonic Summary
- A Paraplanner position is available in Stockport with a salary of up to £40,000, depending on experience.
- The role involves preparing suitability reports, conducting technical research, and ensuring compliance with company policies.
- Candidates should have industry-related experience and ideally be working towards industry exams or be passionate about obtaining a Level 4 Diploma.
- The company offers 25 days of holiday, hybrid working, full exam support, PMI, a company pension, and death in service benefits.
- Medlock Partners, the recruitment agency, encourages applications from diverse backgrounds and is an equal opportunities employer.