PARAPLANNER

Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
• Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
• Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
• Liaise with Product Providers / Third Parties regarding any technical queries
• Accurately complete new business sheets to be handed over to the PA.
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.

• Demonstrate a strong technical knowledge and understanding of all financial products
• Be level 4 diploma qualified as a minimum and ideally working towards Chartered status
• Have a minimum of 3 years' experience within a paraplanning role
• Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
• Have a good attention to detail
• Be a good team player
• Excellent communication skills, both verbally and in writing
• Be comfortable with working in a fast-paced environment
• Be organised and able to manage a busy workload

Our client offers flexible working arrangements, with the idea that the candidate will be office based for 2 days and the rest can be worked from home.