Paraplanner

Paraplanner Our client who is an Award-Winning Financial Planning firm is seeking an experienced and highly qualified Paraplanner. This is a new role which will involve the Paraplanner working alongside the Partners and Advice Team in every aspect of delivering our clients on-going services. The Paraplanner will need to have at least CII Level 4 Certificate in Paraplanning. Responsibilities for the Paraplanner will include : Attendance at client meetings [90% are in-house] Prepare advice letters and recommendations for areas including investments and pensions Preparing content for annual review meetings Preparing pension, income drawdown and investment reviews Investment research Assisting with fund sales and purchases via platforms Undertaking research to support recommendations Provide technical support to complex client queries Liaising with clients SKILLS & EXPERIENCE Essential Understanding of the Financial Planning process Very Good client facing skills Enthusiastic Detailed and accurate Articulate Excellent inter-personal skills, both written and verbal Ability to multi-task and prioritise effectively Good IT skills Good letter writing skills Ability to work independently and in a team Take high quality Minutes of Client meetings Have used Voyant or Truth Desirable Have experience supporting a senior adviser / advice team High level of Investment technical knowledge Use to dealing with High Net Worth clients Experience in writing complex and detailed reports for cases QUALIFICATIONS Essential Diploma in Financial Planning AF3 AF1 Desirable Certified Financial Planner Certification Chartered Financial Planner Trusts (J02) Other technical areas (Pensions) IT Skills Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) Experience in working with a back-office system This is a fantastic opportunity to work for this Award Winning Company which offers a very competitive salary and superb benefits too