Our client is a well-established wealth management advisory firm.

They are ideally looking to recruit an experienced Paraplanner to join their Livingstone team to provide a professional service that will support the Advisers, the Adviser support team and their clients.

However, they are open to a Trainee Paraplanner with IFA administration experience and has undertaken 1 or 2 appropriate exams

In joining the team you will help to drive the business's continued growth.

Job Role

• Working as part of a team to support the Financial Planners.

Key Responsibilities

• Drafting new business suitability reports
• Conducting critical yield calculations and tax calculations
• Assisting with new business processing
• Liaising with the financial planners and financial planning administrators
• Ensure client information on internal systems is maintained and up to date in order to meet general compliance standards
• Ensure that all compliance paperwork is present and in order
• Ad-hoc project work

About You and Your Key Skills

• Experience within a similar role highly desirable
• Level 4 Dip desirable (or working towards) but not essential
• Good communication skills both face to face and over the phone
• Computer skills - competent in the use of relevant packages including Word and Excel

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