We are looking for a paraplanning to join our client based in SW London, ideally you will have 12 -24 months experince of producing suitability reports.
Level 4 qualified or close to.
The role is to deliver first class research and report work for the advisers.
Role breakdown
Gathering and undertaking research of products
Analysing technical elements of products to establish appropriate options for clients.
Compare and contrast the elements of products
Undertake cost analysis to establish aggregated costs and charges
Undertake technical calculations to determine clients position against areas such as tax allowances, tax charges and pension allowances.
Maintain detailed research and analysis records to demonstrate suitabilityof advice
Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable.
All work is completed with due care, skill and diligence
Work closely with the compliance team to support the development
Maintain technical knowledge through a programme of Profesional Development.
To carry out any other reasonable duties as requested by line managemntor directors
