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Experienced Paraplanner Wanted

Location: STOKE HEATH, WORCESTERSHIRE Salary: 25000 - 32000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 8 months ago Reference: 3093193
 My Client is a well known group of companies who are looking to add to their IFA business and are seeking a Paraplanner to join their expanding team.

They foster a culture of internal progression and offer exam support and will aid study, with examination books paid for!


• Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times.

• Comply with the relevant Compliance, TCF, T&C and Financial Crime Procedures of the firm at all times.

• Prepare suitability reports / fund switch letters in line with company procedures and tasks

• Conduct research as required to support recommendations

• Liaise with technical and compliance departments when required

• Assist in follow up action requested in relation to a compliance file check.

• Deals effectively with clients and colleagues, understanding the need to manage clients and colleagues expectations

• Will understand the need for confidentiality of information and will deal with personnel issues appropriately and sensitively.

 Experience needed:

- Ideally you are Diploma Qualified or working towards
- Paraplanning experience is essential
- High attention to detail
- Previously written suitability reports
- Previously conducted Research

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