Paraplanner

Heat Recruitment; Harrogate; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated financial planner to conduct thorough research on various financial products, analyze client portfolios, and prepare tailored financial plans. This role involves drafting suitability reports and ensuring all recommendations comply with regulatory standards. If you have a passion for financial planning and a commitment to client success, this opportunity offers a dynamic environment where your expertise will make a significant impact on clients' financial futures.

Qualifications

• Experience in financial planning or advisory support roles is essential.
• Strong knowledge of financial products and regulatory compliance.

Responsibilities

• Conduct in-depth research on financial products and analyze client portfolios.
• Prepare detailed financial plans and ensure compliance with FCA regulations.

Skills

Research on financial products

Client portfolio analysis

Financial planning

Regulatory compliance (FCA)

Education

Diploma in Regulated Financial Planning (Level 4)

Job description

Job Responsibilities

• Conduct in-depth research on financial products, including pensions, investments, insurance, and tax strategies.
• Analyse client portfolios, identifying areas for improvement or opportunities for growth.
• Prepare detailed financial plans and recommendations tailored to client needs.
• Draft suitability reports and investment proposals based on advisor instructions.
• Ensure all financial plans and recommendations meet FCA regulatory requirements.
• Attend client meetings to gather and review information, including fact-finding and risk profiling.
• Provide clients with updates on their portfolios or plans as required.

Requirements

• Diploma in Regulated Financial Planning (Level 4) or working towards it.
• Previous experience in a paraplanning, financial planning, or advisory support role.
• Strong knowledge of financial products and services.