My client, a growing and thriving wealth management business is keen to attract a well-organised and efficient paraplanner.
In this role, you will act as technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements. You will be responsible for ensuring templates and resources are available to Financial Planners and are maintained and compliant to FCA standards.
Key areas :
Client Services & Review
Suitability reports/ letters
Team Working - ensuring effective communication between Financial Planners, Technical Support and PAs
You will be Diploma Qualified or working towards.
In return, you will be part of a forward thinking organisation and be supported professionally in your career progression.