Paraplanner
| Dyddiad hysbysebu: | 19 Chwefror 2026 |
|---|---|
| Cyflog: | £35,000 i £40,000 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 21 Mawrth 2026 |
| Lleoliad: | B96 6EW |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Pinnacle Financial Planning |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
• Reporting to the Paraplanning Team Supervisor.
• You will be required to write multi-pension and investment suitability reports, protection reports, tax planning reports and annual review reports.
• You will be required to prepare suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required. Working with the Business Support team this will include the pre-completion of documentation ready for clients to check and sign.
• You will be required to Identify missing KYC information or outstanding actions. Working with the advisers and Business Support team to obtain this information and subsequently writing a suitability report ready for adviser approval.
• Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
• Liaising with the Paraplanning Team Supervisor in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where applicable.
• Where necessary you will liaise with product providers and other third parties to acquire any additional information that may be required to assess the client’s needs and to help formulate any recommendations made by the adviser.
• You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review. 35 hours annual CPD will be required
• You will be required to support our Business Support Team where required therefore; administrative experience is beneficial.
• You will be required to write multi-pension and investment suitability reports, protection reports, tax planning reports and annual review reports.
• You will be required to prepare suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required. Working with the Business Support team this will include the pre-completion of documentation ready for clients to check and sign.
• You will be required to Identify missing KYC information or outstanding actions. Working with the advisers and Business Support team to obtain this information and subsequently writing a suitability report ready for adviser approval.
• Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
• Liaising with the Paraplanning Team Supervisor in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where applicable.
• Where necessary you will liaise with product providers and other third parties to acquire any additional information that may be required to assess the client’s needs and to help formulate any recommendations made by the adviser.
• You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review. 35 hours annual CPD will be required
• You will be required to support our Business Support Team where required therefore; administrative experience is beneficial.