Paraplanner (Diploma 4 Qualified) - Salary £45,000- £50,000 DOE + Excellent BenefitsBased: Home Based / Office each monthWe are searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME''s. Suitable candidates must be fully Diploma 4 qualified, and ideally have started Chartered exams, but experience is more important - you must have 4-5 years whole of market Holistic Paraplanning experience.Key Responsibilities:Use research tools to ensure independent/whole of market/holistic advice is provided to the Client Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelinesIssue clear and accurate feedback confirming required actions to avoid complaintsLiaise with consultants for additional information to support the recommendations made Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched.Maintain the technical knowledge necessary to assess the suitability of advice provided by consultantsIdentify and report potential cases of financial crimeMaintain records to the standards necessary to demonstrate Consultant performanceMeet the departmental standards regarding service standards and productivity.Obtain illustrations and Key Features Documents and associated documentationEnsure all record keeping is maintained on the Clients databaseWork in a team and manage individual ..... full job details .....