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SVENSONI PARAPLANNING is looking for employees for positions:
paraplanner
paraplanner
Responsibility
managing client relationships
carrying out all research required to support the advice being given – cost comparisons, fund comparisons and analysis, product research etc
producing new business illustrations and supporting literature
writing the suitability letter
liaising with Compliance Teams, and completing any remedial work required to allow the adviser to proceed with the business
offering a sounding board to advisers to help them understand whether their advice meets the network’s expectations and, if not, explaining what additional information would be required to demonstrate advice suitability
we currently work with both employed paraplanners, and self-employed paraplanners who work on a contracting basis – we are happy to consider candidates for both