OVI
Paraplanner - Full-time
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Job Title: Paraplanner - Full-time
Location: UK
Employment type: Full-time
About the Role
We are searching on behalf of our client for this role. This position is not with OVI.
Join a dynamic consulting company that helps clients in procurement and fast-tracking their operations for raw materials. As a Paraplanner, you'll play a crucial role in supporting financial advisers by ensuring compliance and providing detailed analysis.
Key Responsibilities
- Prepare suitability reports and maintain client files with full regulatory compliance.
- Review client investment portfolios, asset allocations, and risk profiles.
- Ensure adherence to FCA Conduct of Business, SYSC, JMLSG guidance, and financial crime legislation.
- Conduct product analysis and fund selection relevant to financial advice.
- Compile detailed reports and maintain a positive culture attitude.
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Your Profile
- 3–5 years of experience in a similar role.
- Achieved or actively working towards the Level 4 Diploma in Financial Planning.
- Strong understanding of FCA regulations and financial crime legislation.
- Excellent written and oral communication skills.
- Proficient in IT systems and analysis tools such as Cashflow Modelling and Attitude to Risk assessment.
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What's Offered
- A supportive and collaborative work environment.
- Opportunities for professional growth and development.
- Competitive salary and benefits package.
- The chance to work with a forward-thinking consulting firm.
Ideal Candidate
The ideal candidate is a proactive and detail-oriented professional with a strong understanding of the financial regulatory environment. You are someone who thrives in a consulting environment, enjoys taking ownership of outcomes, and is committed to driving results independently. If you have a passion for compliance and portfolio analysis, we would love to hear from you.
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