A national financial advice firm is looking for a Paraplanner to join their growing team. This role will provide paraplanning support to Planners, ensuring high levels of client service and compliance are delivered.

Key Accountabilities Include

• Preparing 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
• 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 in a Paraplanning role.
• Experience using client cash-flow modelling software preferable.

Qualifications

• Diploma in Financial Planning or equivalent.

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