We are looking for a paraplanner, minimum 2 years experience of working with senior financial planners.

Minimum of level 4 qualified with further professional exams either taken or planned

The role is to deliver first class research and report work for the advisers.

Role breakdown

• Gathering and undertaking research of products
• Analysing technical elements of products to establish appropriate options for clients.
• Compare and contrast the elements of products to select most appropriate option for clients.
• Undertake cost analysis to establish aggregated costs and charges of financial products
• Undertake technical calculations to determine clients position against areas such as tax allowances, tax charges and pension allowances.
• Undertake income sustainability analysis to meet clients income drawdown needs.
• Maintain detailed research and analysis records to demonstrate suitability of advice
• Communicate fully with the Financial Adviser to discuss research and analysis and options to meet client’s needs and objectives.
• Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable.
• Work methodically and in a timely manner to meet with client’s expectations.
• All work is completed with due care, skill and diligence and full co-operation with
• Financial Adviser, Client Support to ensure the best outcome for the client
• Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice
• and advice records are prepared to the highest standards.
• Maintain technical knowledge through a programme of Continuing Professional Development.
• Support the business growth and development through participation in projects and workgroups
• To carry out any other reasonable duties as requested by line management or directors

Please note - due to to the high response rate we will only be contacting candidates that meet the following criteria.

• That have industry experience - wealth of financial planning as a paraplanner
• That hold a minimum of level 4 qualifications in line with FCA and RDR regulations