Paraplanner: Complex Planning & Chartered Pathway

RGH-Global Ltd; Ascot; Vor Ort; GBP 35.000 - 45.000; Vollzeit

Zusammenfassung

A leading financial services firm located in Ascot, England, is seeking a Paraplanner to enhance its paraplanning function. The role involves formulating advice through rigorous research, producing client-focused reports, and ensuring compliance with FCA regulations. Ideal candidates will possess a Diploma in Regulated Financial Planning and relevant experience within a financial advice environment. You will work closely with advisers and contribute to the quality and efficiency of client service. This position offers a competitive salary of £35,000-£45,000.

Qualifikationen

• Experience in financial advice or wealth management is preferred.
• Ability to produce accurate suitability reports is necessary.
• Attention to detail and commitment to technical accuracy are critical.

Aufgaben

• Formulate advice through detailed research and technical analysis.
• Produce compliant suitability reports across various areas.
• Liaise with compliance to maintain and improve file quality.

Kenntnisse

Diploma in Regulated Financial Planning (or equivalent)

Previous paraplanning experience

Strong technical knowledge of pensions, investments, taxation and protection

Effective written and verbal communication skills

Strong analytical and problem-solving capability

Ausbildung

Diploma in Regulated Financial Planning or equivalent

Jobbeschreibung

A leading financial services firm located in Ascot, England, is seeking a Paraplanner to enhance its paraplanning function. The role involves formulating advice through rigorous research, producing client-focused reports, and ensuring compliance with FCA regulations. Ideal candidates will possess a Diploma in Regulated Financial Planning and relevant experience within a financial advice environment. You will work closely with advisers and contribute to the quality and efficiency of client service. This position offers a competitive salary of £35,000-£45,000.