Paraplanner

Paraplanner vacancy
Our outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners.
Primary Tasks:
Undertake product and provider research to identify appropriate and compliant solutions for clients within specified timescales. Effectively and efficiently produce proposals, letters and suitability reports for a wide range of products, providers and funds. An ability to think independently and to work outside of formal template structures is essential in formulating our highly individualised largely free-type client reports; Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately; Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team; Maintain a high technical knowledge on products and processes through ongoing training and self- development. Meet quality targets, CPD and KPIs. Contribute to staff meetings and process improvement sessions to help the Company achieve its goals; Assist the administrative support team by providing constructive feedback and training input if required; Skills Required:
Level 4 Diploma in Financial Planning or near completion of; Demonstrable experience working as a Paraplanner or Adviser, preferably within an independent financial practice; A detailed understanding of pensions, investments, protection and tax planning; An ability to work under pressure and within tight deadlines is an absolute necessity Excellent report writing and communication skills; Experience with Intelligent Office and other financial advice software