We are currently recruiting for a Financial Planning practice in Kimbolton who are looking to recruit a Paraplanner. This role does offer flexible start and finish times - you can start at 8.30 am/9.00 am or 9.30 am and finish at 4.30 pm / 5.00 pm or 5.30 pm. There is also WFH after probation. The Role The Paraplanner will additionally provide a high quality, business focused and cost effect admin support to an Adviser and to the clients of the Company. They will be required to demonstrate a proactive approach in all areas of their work. The Person The Paraplanner should possess the following;? The capability to communicate effectively with people at all levels.? A high level of commitment to their role and the Company? The capability to maintain high standards of work and a positive attitude at all times? The capability to show empathy towards other team members? An understanding of the Company’s direction and goals and a commercial awareness of thetargets, business focus and sales campaigns in progress? The capability to retain a knowledge of products arranged by the Company? A high level of customer service and a proactive approach to the use of the Company’ssystems and procedures? Proven organisation and administrative skills? A good knowledge of compliance and regulatory requirements? A professional business manner at all times Core Tasks The core tasks of the role are as follows;Support for the Adviser? Analysing data and using research tools to provide solutions to meet Client needs andobjectives? Research best products from whole of the market and providing supporting records forresearch undertaken? Interpreting data obtained by Advisers during client meetings? Responsibility for obtaining outstanding information where necessary? Carrying out all tasks in a manner consistent with compliance procedures and requirements? Meeting regularly with Broker Consultants to maintain an up to date knowledge of theirproduct availability? Participation at Monthly Staff/Consultant meeting? Preparing quotes using all tools available? Suitability letter construction The Paraplanner should possess the following;? The capability to communicate effectively with people at all levels.? A high level of commitment to their role and the Company? The capability to maintain high standards of work and a positive attitude at all times? The capability to show empathy towards other team members? An understanding of the Company’s direction and goals and a commercial awareness of thetargets, business focus and sales campaigns in progress? The capability to retain a knowledge of products arranged by the Company? A high level of customer service and a proactive approach to the use of the Company’ssystems and procedures? Proven organisation and administrative skills? A good knowledge of compliance and regulatory requirements? A professional business manner at all times