Paraplanner - Regional IFA Firm
SLM Search and Selection are currently working on behalf of a local, well-respected firm of independent financial planners that has been successful in weaving a rich, prosperous history in the financial services industry.
Their office in Bath are currently seeking a technically astute Paraplanner to join their team and provide support to the 2 Directors/Senior IFAs in delivering agreed business objectives through the undertaking of research and report writing.
Support the Consultants in building and developing effective and profitable relationships with clients
Undertake product research for the whole of market, making recommendations consistent with client's requirements
Provide bespoke suitability reports covering tax, investment, mortgage and pension cases
Check all documents issues are compliant according to the FCA guidelines and MFSL additional compliance requirements
Effectively handle client enqueries and identify advice opportunities
Understand and keep up to date with all industry changes
Continually seek to improve technical knowledge
Minimum Level 4 Diploma Qualified or currently progressing towards
Proven report writing experience in a financial services environment
Excellent verbal and written communication skills
Good working knowledge of the FCA and regulatory framework