Paraplanner - National Wealth Management Firm

SLM Search & Selection
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

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.

Key Responsibilities:

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

Key Experience:

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