Our growing client is looking for a Paraplanner to join our growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.

Key Accountabilities Include

• Preparing and maintaining client files and client reviews.
• Building cash flow models.
• Preparing recommendations and suitability reports.
• Identifying areas for planning.
• Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.
• Preparing information/comparisons for analysis by Planner.
• Liaising with client's legal and tax advisors (if applicable).
• Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.
• Establishing and building strong relationships with clients.

Person Specification
Knowledge

• Excellent understanding of the financial planning process.
• Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection.
• Excellent suitability report writing skills.
• Keep up to date with new product, technical and legislative changes within the marketplace.

Experience

• Experience working within a financial planning company.
• Experience in a Paraplanning role
• Experience using client cash-flow modelling software preferable.

Qualifications

• Have achieved Diploma in Financial Planning or equivalent is desired.
• Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position.

Skills / Personal Attributes

• Proficient IT skills. Basic word processing, spreadsheet and database knowledge.
• Excellent planning and effective organisational skills.
• Computer literacy.
• Honesty and integrity.
• Methodological approach to work.

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