Paraplanner - National Wealth Management Firm
SLM Search and Selection are currently working on behalf of a national financial services group specialising in acturial and investment advice to UK pension schemes.
Their established financial planning arm are seeking an experienced Paraplanner to join their Guildford team. This role is responsible for the provision of technical support to the local adviser team and enabling them to provide the best possible outcome for their clients.
Produce suitability reports and client letters across a broad range of products such as IHT Planning, Investments, Pension Transfers and Protection
Support in the development and maintanence of client relationships
Work in conjuction with the adviser to technically validate advice and agree a suitable recommendation for the client
Undertake product based research
Prepare draft Drawdown Ongoing reviews and draft annual review letters
Liaise with product providers with regards to clients' policy issues
Attend client review meetings with the adviser where required
Previous role in Paraplanning gained within an IFA
Strong knowledge of preparing suitability reports and research
QCF Level 4 Diploma Qualified or substantial progress towards completing the Diploma