Posted 8 March by SLM Search & Selection Featured

An Ideal opportunity has arisen for a proven paraplanner to join our existing team based in Guildford.

To be successful you will need to demonstrate comparable experience gained within an IFA or equivalent environment focused on holistic financial planning for high net worth private clients encompassing pensions, investment and protection.

Competent in the preparation of suitability reports across a broad range of products and services is essential.

Ideally, Diploma qualified with a strong knowledge of research and provider systems.

This role is responsible for the provision of technical support to Consultants and their team/s to enable Consultants to deliver their role in a technically competent, compliant and efficient way to provide the best possible outcome for the client and to protect the interests of the business.

Duties include the support in the development and maintenance of client relationships, ability to assess client needs and support an appropriate advice solution with guidance from the Consultant and work with the Consultant to technically validate advice provided and pro-actively challenge where necessary

Whilst also assisting the Consultant with research and creation of client suitability reports in a timely, accurate and efficient manner, ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to

Required skills

  • Investments
  • Paraplanning
  • Pensions
  • Protection
  • Reports

Application questions

Do you hold the Diploma in financial Planning?
Do you have experience of report writing?
Have you worked in an IFA environment?

Reference: 34635521

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