Paraplanner

Paraplanner
£35,000 – £45,000
Harrogate 

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.
• Attending 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.