Paraplanner

Role and responsibilitiesWe are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: Analyse client information and existing investments/policiesTax calculationsConstruct appropriate solutions for clients and make recommendations in conjunction with the advisersWrite suitability reports for cases of varying complexityRun cashflow models for clientsBe a point of contact for technical queries for colleagues and advisersCommunicating with clients on research and report timescalesAttend client meetings where requiredHelping to train other members of the teamPotentially getting involved in some project work to further improve our systems and processesLeading Pod meetingsUndertake peer reviews for the paraplanning team Essential attributes the successful candidate should possess The successful candidate will be confident dealing with HNW clients and professional connectionsand a natural problem solver. The role may suit an able career paraplanner who does not wish to beclient facing but does want to be a key individual within a thriving business. They will: Demonstrate a strong technical knowledge and understanding of all ..... full job details .....