The role:

We have a fantastic opportunity for an individual who is interested in working for a practice that delivers professional and ethical financial advice to our clients. As a Paraplanner you will provide support to our adviser team, allowing them to effectively service their current and potential clients with quality financial solutions. The position has a shared responsibility to contribute to the strategies, policies and plans:

• You will provide support to Advisers, allowing them to effectively service their current and potential clients with quality financial solutions.
• Provide guidance on strategy and appropriate recommendations including product in line with the Dealer Group APL and Compliance Policies
• Manage work flow and reporting associated with Paraplanning requests
• Generating appropriate reporting and analysis as available in the Xplan financial planning software
• Maintain and manage turnaround times

About You:

• RG146 compliant, ADFS qualified
• Degree qualifications highly regarded
• A minimum of 2 years direct paraplanning experience within a Financial Planning practice
• Extensive understanding of investment and financial planning strategies
• Knowledge of various tax structures & preparation of multiple entity SoA's.
• Advanced knowledge of financial planning software, including ability to collate and maintain technical information in relation to strategies and projections
• Understanding of SoA structures, document templates and relevant technical information required to meet regulatory standards
• Exceptional written and verbal communication skills with a collaborative and persuasive style

If you fit the bill and believe in our client first policy, have, persistence, integrity and authenticity then this role may be for you and we would love to hear from you.