Paraplanner

JRRL are seeking a Paraplanner with a level 4 financial planning diploma or working towards. If you have prior experience as a Paraplanner, assisting financial advisors and ensuring that financial advice is accurate and beneficial for clients, please apply now!

Duties for the Paraplanner:

Support the Financial Adviser throughout the client journey.
Accurately prepare suitability reports and letters to target deadlines.
Ensure all client work is compliant and supported with relevant paperwork.
Undertake comparative research in preparation of client recommendations.
Understand clients overall financial position from fact finds.
Conduct annual reviews in line with SLAs.
Person Specification for the Paraplanner:

Level 4 Financial Planning Diploma or working towards.
Previous experience as a Paraplanner minimum 12 months experience.
Strong understanding of financial products and services.
Prior experience of managing/supervising people.
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Submit your application today and join our talented team at Julie Rose Recruitment.

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