Weekday AI
UKParaplanner
“UK Paraplanner at Weekday AI. Skills: Investment research, Financial planning, Pension research, FCA regulations, Compliance requirements. Lead the research of complex cases. Produce high-quality reports”
What You'll Achieve.
Guarantee full compliance in all advice given; Achieve the best possible outcomes for clients
Industry & Context.
Lead the research of complex cases; Proven ability to manage complex cases independently; Capable of independently handling complex cases
What They're Looking For.
Must Have
At least 3 years of experience in financial planning or planning involving complex cases, Proven ability to manage complex cases independently, In-depth knowledge of UK financial products, lending criteria, and affordability assessments, Understanding of FCA regulations and compliance requirements
Nice to Have
Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related discipline, Diploma in Financial Planning (Level 4) or currently pursuing it, Candidates working towards Advanced Adviser certifications, Additional relevant professional qualifications
What You'll Do.
Lead the research of complex cases
Produce high-quality reports
Guarantee full compliance in all advice given
Assist advisers with detailed product analysis
Manage the accuracy of applications
Mentor junior paraplanners
Facilitate the seamless progression of cases from recommendation through to completion
Carry out thorough investment research and create customized financial planning strategies
Undertake detailed pension research
including the evaluation of current schemes and benefits
Investigate and assess pension switching options to achieve the best possible outcomes for clients
Prepare precise financial planning and suitability reports in compliance with FCA and company standards
Provide advice on protection products and trusts to facilitate effective wealth and estate planning
Ensure uniformity in documentation standards and templates
Guarantee that all client records adhere to regulatory and internal compliance requirements
Assist in training activities and act as deputy for the Paraplanning Manager when necessary
How You'll Work.
Team & Collaboration
Mentor junior paraplanners; Assist advisers with detailed product analysis; Act as deputy for the Paraplanning Manager; Offering technical support to the team
Communication Scope
Produce high-quality reports; Provide advice on protection products and trusts
Process & Methodology
Facilitate the seamless progression of cases from recommendation through to completion
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