Our client is looking for a talented Paraplanner 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. Key Responsibilities: To assist the Financial Planner in formulating advice for the client, providing technical support and guidance where appropriate. Review client objectives, ensuring they are clear, concise and achievable when compared to 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 client's 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 strong IT skills; experience of Curo, FE Analytics and Voyant advantageous 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 This will be an office-based position at our client's office in Hemel Hempstead, Hertfordshire.