Paraplanner

A fantastic opportunity to join a Chartered and Accredited firm of Financial Planners has arisen for a full time ParaplannerYour responsibilities will include, but not be limited to:To undertake general administration, technical support and back up to the Financial Adviser/PartnerUndertake technical research and financial analysis to allow the Financial Adviser/ Partner to identify suitable solutions for the ClientCompleting/producing Financial Planning Reports and recommendations for the Financial Adviser/PartnerWriting compliant and comprehensive suitability reports for the Financial Adviser/PartnerProviding analysis and detailed research to support the advicePreparation for client meetings (as well as attending client meetings where needed)Handling technical client queriesEnsure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company proceduresLiaising with Product ProvidersDiscussing clients aims & objectives with Financial Adviser/ Partner, considering investment strategy with regard to client risk profileIdentify areas for planningReview / analyse investment portfolio / asset allocation / risk profile etc.Experience and Qualification:The successful candidate will demonstrate a strong background as a Paraplanner. Candidates will ideally hold a professional qualification such as CeFA / FPC / CF1-5 and/or be Diploma / Level 4 / DipPFS qualified, although this is not essential.Person Specification:??? Understanding of the Financial Advice process??? Able to work within defined business processes??? Ability to achieve agreed outcomes without supervision??? Prioritise and plan own workload??? Detailed and accurate??? Articulate??? Excellent interpersonal skills, both written and verbal??? Ability to adjust quickly to changing legislationIn return you will recieve competitive salary, a flexible and vibrant working environment and genuine opportunity for career development.If you are looking for your next step within the industry, please contact me today on and email an up to date version of your cv to Specialist Recruitment Limited is an employment agency and employment business