Senior Paraplanner

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