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Paraplanner

Location: Nottinghamshire Salary: 26000 - 33000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 4 months ago Reference: 3055891
Our Client, an established and boutique Financial Advisory firm based in Nottinghamshire are looking to recruit an experienced Paraplanner to join their expanding team!

This role involves providing vital support to the Financial Advisor which includes researching products and different types of funds and platforms. You will be expected to act as the technical interface between the Financial Advisor and the clients and have the ability to produce financial reports, letters and technical papers to the highest standard.

The role will include, but not be limited to;
• Receiving instructions during debriefings from the Financial Advisor following the client meeting, to obtain the client’s needs, objectives and financial information from the Confidential Client Questionnaire.
• Analyse the client data and use appropriate research to identify suitable solutions to meet
• Prepare draft suitability report to discuss with Financial Advisor and finalise prior
• Ensure correct compliance documentation is in order.
• If required, attend client meetings with the Financial Advisor
• Review investment portfolio, asset allocation and risk profile at the client’s review point.
• Use the database to record work in progress at all times.
• Update and maintain the firm’s records and registers as required.
• Liaising with Product Providers and Investment companies.


• Liaising with Product Providers and Investment companies.
The ideal candidate will be qualified to level 4, Diploma in Financial Planning and hold a strong understanding of FCA regulations. You will hold a high level of technical knowledge and be able to carry out all tasks in a consistent manner with the firm's compliance procedures.

To find out more about this role, please call Katt O'Donnell at Reed Global or email katt.o'donnell@reedglobal.com.


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