Our client is looking for a talented Paraplanner/Practice Manager to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, producing compliant financial planning reports for our Financial Advisors/Partners to present to clients. This role will be based at our clients Rainham (Kent) office, working hybrid of 3 days office based. Key Responsibilities: · To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. · Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. · Provide research and analysis of investment funds and financial products, whilst considering the client objectives. · Review asset allocation for any investment/pension holdings · Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position. · Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there. · Liaise with Product Providers / Third Parties regarding any technical queries · Accurately complete new business sheets to be handed over to the PA. · Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met. Essential Qualities: · Demonstrate a strong technical knowledge and understanding of all financial products · Be level 4 diploma qualified as a minimum and ideally working towards Chartered status · Have a minimum of 3 years’ experience within a paraplanning role · Have a good attention to detail · Be a good team player · Excellent communication skills, both verbally and in writing · Be comfortable with working in a fast-paced environment · Be organised and able to manage a busy workload