Paraplanner Up to £45,000 Hybrid Devon Responsibilities - Receiving instructions during debriefings from advisers following client meetings. - Interpreting data obtained by advisers during client meetings. - Analysing data and using research tools to provide solutions to meet client needs and objectives. - Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document. - Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports. Requirements - Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma - Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations. - Analytical in solving tasks with a keen attention for detail. - Possess excellent organisational and time management skills with an ability to work under pressure and prioritise. - Deliver effective and positive communication, and demonstrate competent use of IT. Benefits - Hybrid working - Pension - Bonus - Death in service