[Hiring] Paraplanner @Square 4 Partners

Role Description

• Prepare suitability reports and ATRs, using templates provided, for a wide variety of advice types.
• Ensure all tasks are completed in line with company policy and procedure.
• Carry out technical research on existing and newly recommended products.
• Maintain awareness of, and act in accordance with all compliance and legislative obligations.

Qualifications

• Minimum qualification of CII Diploma in Financial Planning, or equivalent, required.
• Financial services experience necessary – Specific experience in writing suitability reports and producing research is necessary.

Requirements

• Understanding of a variety of Financial Planning processes.
• Able to work within defined business processes.
• Ability to achieve agreed outcomes without supervision.
• Detailed and accurate.
• Ability to multitask and prioritise effectively.
• Excellent report writing skills.
• Ability to work independently and within a team.