Paraplanner - Partner Practice.
Paraplanner Location: Doncaster or Working from Home (WFH) location Salary: Highly Attractive Additional Benefits: Supported development of employees through a CII training programme. Working as part of the team at The Paraplanning Partnership Ltd who are a bespoke paraplanning company working on behalf of Partner practices of the St. James's Place Partnership An excellent opportunity has arisen for a Paraplanner to work within a highly successful Paraplanning Company. You will be joining the fast paced Paraplanning team based in their Doncaster office, ensuring the business generated by the Partners of the St. James's Place Partnership is processed correctly and in a timely manner. This company is well established and highly successful. The Paraplanning Partnership Ltd invest heavily in their staff; as reflected by the benefits package and are supportive of employees wishing to develop their careers. The Role Paraplanner As a Paraplanner, you will work in collaboration with Financial Advisers and other colleagues in preparing recommendations and producing suitability reports in line with Company policy, including preparing and maintaining Client records. The Paraplanner role also involves promoting the services of The Paraplanning Partnership Ltd in a professional and FCA compliant manner. Responsibilities of the paraplanner include: Collect and collate information and data about (and from) the Client in accordance with the principles of know your client and company policy, ensuring all the required compliance documentation is present and correct Create and maintain databases/spreadsheets and input information, accurately and in a timely manner Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the Clients needs and formulate recommendations Working with the Financial Advisers you will discuss the Clients objectives, identifying and obtaining the inform...