Paraplanner

Core Duties, Experience and Responsibilities:

* 5 years Paraplanning experience you will have the vision and ability to write two multi-pension and investment suitability reports per week, or 5 simple suitability or review reports per week, for our HNW Clients.

* Familiar with core Consumer duty principles, and able to put them at the heart of everything we do.

* Put the Client needs and out comes first in every situation, in a fully compliant manner.

* Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required. Work with the Administration Team ensure all information is available for a suitability report to be produced. This will include the pre-completion of documentation ready for clients to check and sign.

* Have at least Level 4 Diploma in Financial Planning or equivalent so able act as a knowledge bank for queries of a technical nature, and when the adviser isn't available.

* Responsible for day-to-day paraplanning tasks - identifying what's required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report ready for adviser approval.

* Act as a Paraplanning mentor for less experienced team members - as they join the team. Adopt an inclusive and inspiring leadership style to help future team members identify any development areas they need to address to achieve their own career aspirations.

* Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties.

* Identify areas for financial planning and developing solutions suitable to meet the client's needs and objectives. This will include the preparation of tax calculations where necessary.