Paraplanner- Uk

Preparation of suitability reports for approval by the Financial Adviser and prepare associated documentation as required.

Responsible for day-to-day paraplanning tasks - identifying what’s required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report.

Research on products and investment strategies.

client related communications are required to be recorded on the client’s file in clear and intelligible English.

Attend client meetings.

Provide support with administrative functions when required. Liaise with product providers to acquire any information that may be required.

Train the less experienced team members.

Ensure all regulatory and compliance standards are met.

Commit to personal development and keeping knowledge up to date with the new legislative changes.

**Requirements**:
Minimum Requirements

Strong Paraplanning background

Master’s/bachelor’s in finance

Good technical knowledge of financial products and financial services sector

Excellent report writing skills

Excellent Communication skills

CFPs are preferred.

Knowledge & Skills

Strong understanding of UK financial planning.

Expertise in software like Xplan, Intelligent Office, Genovo, Voyant, Cashcalc, FE Analytics

Competent in Microsoft Office

Strong Communication skills.

Excellent attention to detail and the ability to work both quickly and accurately.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹25,000.00 - ₹30,000.00 per month

Schedule:

- Day shift
- Flexible shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Bhopal, Madhya Pradesh: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9425995151