My client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK.
We urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, specifically providing assistance to the Financial Planners of the business on reviewing, analysing and preparing compliant plans for client which verify any recommendations made and that are in line with the companies Investment philosophy.
Prepare fully compliant reports for Financial Planners clients
Carry out all Fund purchases in line with company procedures
Conduct Annual reviews in accordance with SLA's
Create and maintain a "Best Product" panel to be used in the recommendation process
Create and maintain the Report Writing / Standard wording libraries
Participate in regular one to one's with clients
Maintaining Regulatory and Compliance at all times
We are ideally seeking a candidate who is either FPC or Level 4 Diploma qualified (or very close to qualification) with around 2-3+ years extensive experience of Paraplanning, both Research and Report Writing. It would be to your advantage if you have been in a position which allows direct contact with clients, as this will be the case in this position. Any experience with industry standard tools such as FE Analytics, Adviser Office would also be to your advantage.
You are rewarded with a great salary and strong benefits package, along with the opportunity to progress within the firm in the longer-term