PICOP Paraplanner
On-siteBury, England, United Kingdom
Bury, England, United KingdomOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Conduct research on clients' financial planning arrangements and undertake investment portfolio analysis, including drawdown assessments. Verify periodical payments, prepare Personal Injury Trust and Trust review reports, and compile investment, pension, and protection illustrations. Write technical suitability reports and client service agreement letters while ensuring all client files comply with FCA regulations and internal policies. Review client finances annually to assess risk exposure and update strategies as circumstances change.
Required Qualifications
- secured a number of your financial planning (R0) qualifications
- striving to complete your Diploma in Regulated Financial Planning
- worked as a paraplanner for a minimum of 2 years
- ability to work independently
- keen eye for detail
- real passion to provide the best independent financial research and advice for our clients
- empathy and compassion
- ability to work in a fast-paced environment whilst maintaining excellent attention to detail
- Technical knowledge
- Teamwork and collaboration
Desired Qualifications
- Level 4 Diploma in Regulated Financial Planning
- Chartered
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