Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products Key Responsibilities: - Support the Financial Planners in research and analysis to meet client needs and objectives. - Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports. - Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended. - Manage the presentation of technical data to the Financial Planners. - Compile cashflow models when required as part of the advice process. - Attend client meetings with Financial Planners as required, present cashflow to clients as required. - Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance. - Maintain up to date product and technical knowledge. - Maintain all standards of performance as required by the firm. - Develop and maintain internal relationships within all parts of the business. - Promote the profile of the business within the profession and wider communities. - Complete Continuous Professional Development to meet regulatory requirements and personal development needs. Essential Qualities: - Fully Diploma qualified - Good understanding of the Financial Planning process. - Strong interpersonal skills, both written and verbal communication. - Customer service skills – providing an excellent service to the adviser and client. - Excellent planning and organisational skills. - Ability to work effectively to deadlines. - Accuracy and attention to detail to balance demands of role. - An understanding of cashflow modelling. - Broad knowledge of the Financial Services Industry and high level of technical knowledge. - In depth knowledge and experience with cashflow modelling. - Ability to manage and complete projects.