Paraplanner
Duties
- Research pensions, investments, protection and wider financial planning solutions.
- Prepare compliant, client-focused suitability reports.
- Partner with advisers to create tailored financial plans.
- Analyse client information to support informed recommendations.
- Liaise with providers and third parties for product and policy details.
- Stay current on products, regulation and industry developments.
- Help improve internal systems and processes.
- Contribute ideas and provide technical support to colleagues.
Requirements
- Level 4 Diploma qualified, or actively working towards it (CII or LIBF).
- Strong technical knowledge of financial planning, regulation and market developments.
- Clear, concise written communication skills.
- Proactive problem-solver with a positive approach.
- Highly organised, detail-focused and able to manage competing priorities.
- Collaborative team player who can also work independently.
Salary + other information
- £30,000 - £50,000
- Based in Wakefield
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Join us at Pinpoint Resourcing as our next Paraplanner in Sharlston, England, United Kingdom.