Sorry, this advert is now closed. Click here to view our live vacancies. Paraplanner - Wellington - Somerset c£35-40k, negotiable - Banking, Insurance and Finance Ref: 295 Date Posted: Monday 31 Jul 2023 This is a fantastic opportunity for an experienced Paraplanner to join a team of highly experienced Independent Financial Advisers with over 25 years' industry experience and a proven track record of providing a successful investment experience to a wealth of clients across the UK. Their core values define how they run their business and how they treat their employees and clients: Integrity, Expertise, Here for You, Friendly & Approachable, People-Focussed. As their Paraplanner you will have experience in a similar role and be passionate about a career in financial services. Responsibilities Receiving instructions during debriefings from advisers following client meetings Interpreting data obtained by advisers during client meetings Analysing data and using research tools to provide solutions to meet client needs and objectives Providing records to support research undertaken Liaise with Head of Technical/Head of Compliance when uncertain / guidance required Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way Carrying out all tasks in a manner consistent with compliance procedures and company process Ensuring all client files are compliant on an ongoing basis Ensure that significant risk issues are referred to the Head of Compliance where appropriate Make a constructive contribution to the continuing development of the team and Company Proactively enhance industry knowledge, through external and internal sources Knowledge, Skills, Experience Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations Analytical in solving tasks with a keen attention for detail Possess excellent organisational and time management skills with an ability to work under pressure and prioritise Deliver effective and positive communication, and demonstrate competent use of IT Salary & Benefits £35-£40k per annum, negotiable depending on experience 25 days holiday in addition to bank holidays Training and development Pension Death in service benefit A great working environment