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We are currently recruiting for a Financial Planning practice based in Braintree that are looking for a Paraplanner to join their team, focusing on providing a high quality financial planning and investment management service. Due to expansion, they are looking for a Paraplanner to support the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
Requirements
The ideal candidate would have the following attributes:
* Preferably level 4 Diploma qualified or working towards the qualification
* Keen to progress towards Chartered status
* Analytical and intuitive nature
* Works well in a team
* Has a desire to achieve great client outcomes
* Excellent written and verbal communication skills and attention to detail
* Highly organised, self-motivated and disciplined
* Familiar with cashflow planning. Working with Truth software would be preferred but not a prerequisite.
Duties
Duties to include:
* Working alongside the team of planners to deliver a highly personalised holistic financial planning service
* Analysing client data, creating cashflow models, and writing up Lifestyle Financial Plans
* Research and analysis
* Attend client meetings and communicate with clients directly
* Ensure all regulatory and compliance standards are met
* Contribute to the ongoing development of best practices and processes within the team.
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