Paraplanner

Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis. Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years’ experience to join their team, working closely with and supporting Adviser’s to ensure high-quality, compliant advice is given. Due to the location of the office candidates will be required to drive / have access to their own vehicle. Key Responsibilities: * Prepare high-quality suitability reports across investments, pensions, protection and retirement planning * Conduct technical research based on client information * Produce cashflow modelling and planning illustrations for clients * Support Adviser’s with pre- and post-meeting preparations * Ensure a high-level of communication is maintained with clients at all times * Support Adviser’s with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times Key Experience: * Minimum of 3 years’ experience as a Paraplanner, supporting IFAs in a regulated environment * Qualifications are advantageous although candidates who are not fully-qualified will be considered also * Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times * Experience writing suitability reports * Good understanding of the regulated advice process This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field. You will be working with and supporting a knowledgeable team of Advisers, working closely with clients and third parties throughout the process. CVs are being reviewed, so please apply now for immediate consideration