We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do.

Responsibilities:

* Responsible for day-to-day paraplanning tasks - identifying what's required, where client cases have information missing or outstanding actions.

* Working with the advisers and administrative team to obtain information and subsequently writing a suitability report ready for adviser's approval.

* Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required

* Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties

* Identify areas for financial planning and developing solutions suitable to meet the client's needs and objectives. This will include the preparation of tax calculations where necessary.

Requirements:

* Have at least Level 4 Diploma in Financial Planning or equivalent

* At least 5 years experience as a Paraplanner

What's on offer:

* 25 days annual leave (plus bank holidays)

* Life cover - you will receive 4x death in service

* Flexible hours

* Paid sick leave

* Upgrade in Maternity / Paternity / Shared Leave