Paraplanner

ParaplannerNorth LondonHybrid (3 days in office)Competitive negotiable, plus benefits and exam support. This position offers excellent career progression.A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London.A competitive package is available. Hybrid (3-days in office)Job Description The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner.The Paraplanner role involves:Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to:Advice process - Including an understanding of the requirements for high-risk business/preapproval from complianceFund switchesWithdrawalsReview processConducting regular meetings with the Adviser(s) in order to:-Manage new business cases/submissionsKeep abreast of the Adviser''s(s) new business pipeline, their targets and monitoring performance against targets; (at adviser''s discretion)Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product.Writing client suitability reports using the company''s preferred report writing software in the following ..... full job details .....