Paraplanner

• To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate
• Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives
• Conduct fund research
• Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
• Preparation of fund switch and encashment letters according to advice provided
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source
• Liaise with Product Providers / Third Parties regarding any technical queries

• Level 4 diploma qualified
• Good understanding of the Financial Planning process
• Strong interpersonal skills, both written and verbal communication
• Customer service skills - providing an excellent service to the adviser and client
• Excellent planning and organisational skills
• Ability to work effectively to deadlines
• Accuracy and attention to detail to balance demands of role

benefits package