Paraplanner - Henley-on-thames

We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience.

**Main Purpose of the Role**:

- To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser
- To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
- To provide support to the adviser team on technical matters

**Duties and Responsibilities**:

- Production of new business reports and recommendations
- Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis
- Liaise with Business Administration for any additional information required
- Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
- Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers

**Skills and Knowledge Requirements**:

- Willingness to undertake study
- Ability to manage own workload and work within a small team
- Knowledge of business processes, standards, policies and procedures
- Experience within the Financial Services Industry
- Exceptional communication skills at all levels
- Excellent organisational skills
- Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
- Ability to work under pressure at times
- Provide leadership for the team
- Ideally at least 5 years’ experience in the financial services industry of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers