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You'll be comfortable providing Paraplanning support to a team of advisers as well as training and mentoring a team of Paraplanners.
Responsibilities
- Contributing to the review, enhancement and streamlining of technical research, report writing processes, systems and procedures to increase efficiencies in the team.
- Responsibility for training, coaching and mentoring all Paraplanners and Technicians including induction training, ongoing training and support.
- Responsibility for managing process, tasks and ensuring conformity with FCA (Financial Conduct Authority) and compliance rules.
- Maintaining a good understanding of products across the UK marketplace along with up-to-date knowledge of budget, legislative, industry or compliance changes, and responsibility for updating suitability letter templates and cascading the relevant information, as necessary.
- Ensuring fact finds and client records contain sufficient Know Your Client information to demonstrate suitability of the advice, and that they are accurate and up to date.
- Carrying out necessary technical research and analysis to support the Financial Advisers and meet client needs and objectives.
- Preparing cashflow modelling reports to assist with client retirement planning.
- Preparing suitability letters across a wide range of advice types, financial products, investment, and pension solutions ensuring they are issued in the appropriate timeframe and with the necessary accompanying documentation.
- Providing the Financial Advisers with any notes that may help when presenting to clients or where relevant, accompanying the Financial Advisers to client meetings
Excellent benefits and salary package on offer. Apply today and a member of the team will be in touch to discuss in more detail.
