And benefits/bonus Well established, highly regarded chartered financial practice is looking to strengthen their Paraplanning function with the addition of a technically competent, Level 4 diploma qualified Paraplanner looking for a long term future in a business that puts the client first, has developed an excellent reputation and is looking for continual steady growth over the next few years. The business has developed a superb environment and culture, every member of staff has a voice in the business and the firm is fully supportive of personal growth and development. To be considered you will have: Proven experience in a senior paraplanning or technical role gained within an advisory practice Qualified to a minimum of diploma standard, with a desire to continue towards Chartered status Overall knowledge of key areas of financial planning and advice - Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection. The ability to understand and interpret a cash flow forecast and summarise the key points The ability to interpret complex planning into clear and concise reports Understand and apply FCA suitability requirements Excellent Word and Excel skills Competent using and presenting with FE Analytics and Voyant software Experience of, and being comfortable participating in client facing meetings with advisers An excellent communicator - both verbal and written form A full job specification available on request, please contact Sam for more details.