Paraplanner

**The Role**

As a paraplanner you will be preparing, implementing, and reviewing your client’s financial plans and advice. You will be part of a team created to ensure your client receives the best service possible. You will be a key member of the team providing supportto financial advisers by compiling research, compliance checking, writing suitability reports and answering technical queries, as well as providing technical support on tax, legislation, and financial products the client has or may need to help them meet theirfinancial goals.

**The Business**

Our client is a growing firm with a great reputation. This is a great time to join them as they are going from strength to strength. They are well established and have been delivering excellent service for over 30 years. They have a learning and strategic supportcentre and support a hybrid working from home and offices.

**A Typical Day**

Preparing and maintaining the client file: confirming risk profiles and client’s objectives, identifying information, compiling a cashflow analysis

Organising recommendations: identifying areas for planning, carrying out research to find solutions, considering asset allocations and investment strategies, preparing recommendation reports.

Reviewing client files, portfolios, products, and processes: attending and organising meetings, reviewing portfolios, initiating review meetings.

**Requirements**:
You will currently be in a Paraplanner or Trainnee Parplanner Role and ideally will be working towards an FS Dipolma

You will have excellent numeracy and literacy skills as well as being competent in the use of Microsoft tools such as word and excel.

You will need to have a high level of attention to detail and be a critical thinker and problem solver.

In addition, you will need good communication skills both face to face and over the phone and be a great team player.

You will also need in addition a detailed knowledge of a firm’s records keeping requirements.