Paraplanner - Clayton Davies Ltd : Job Details

OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE OFFICE TWICE A MONTH

Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.

Key Responsibilities:

• Providing ongoing paraplanning support to the advisers and technical support to other staff
• Compilation of recommendation paperwork, including writing suitability reports.
• Assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk.
• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
• Writing technical and accurate suitability reports and client service agreement letters

Experience Required:

• Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent or working towards.
• Prior experience in a Paraplanning role.