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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