Paraplanner

Sophisticated Recruitment are working with a large Financial Advisory firm to hire a Paraplanner on a hybrid Basis. The successful candidate will be able to split their working hours between home and the office in Bristol.

Overview

To provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.

To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.

To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.

Assist in the interpretation of the adviser s client meeting and prepare suitable recommendations with a high level of accuracy and care.

Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.

To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate. Knowledge of benefit calculations will be required.

Requirements

Experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service.

Good technical knowledge and understanding of FCA COB rules

Ideally, a Diploma in Financial Planning (or working towards)

Benefits

Hybrid working: 35,000 - 45,000 Base salary DOE + Generous bonus scheme + Private Health + Life Assurance + Income Protection + Pension Scheme + funded CPD qualifications. Excellent career progression prospects.