Paraplanner

ParaplannerHybrid-Working (Following Probation)Salary: 36,000- 42,000 DOE Location: Wakefield Type: Full-TimeAn established and growing wealth management firm is looking to appoint a Paraplanner to join its expanding technical support team.This role offers the opportunity to work closely with experienced Financial Planners, providing high-quality technical support and producing client suitability reports. In addition to core paraplanning responsibilities, there is scope to become involved with investment research and proposition development, as well as longer-term progression opportunities for those looking to advance within financial planning. Key ResponsibilitiesWork closely with Financial Planners to formulate client recommendations and support the advice process.Prepare compliant suitability reports and annual review documentation.Conduct research on investment, pension and withdrawal strategies to assess suitability.Maintain accurate and up-to-date client records within the firm''s CRM system.Act as a key point of contact for advisers, providing progress updates on cases.Support the maintenance of centrally held research and investment proposition materials.Liaise with administration and client services teams to ensure a seamless client experience.Assist with team training and knowledge sharing where appropriate.Ensure compliance with Data Protection, Financial Crime and regulatory requirements. About YouHold, or be working towards, the RQF Level 4 Diploma in ..... full job details .....