Our client is looking for a Senior Paraplanner to work full-time in their office at Horsham. Main Duties and Responsibilities: - To promote and always work towards company policy of delivery of Client Best Interest outcomes. - To always ensure adherence to the suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy. - To always ensure adherence to the principles of data protection and to the company policies on such matters. - To take responsibility for own performance and to identify personal development areas. - To take responsibility for the development of paraplanners and trainee paraplanners within your team. - To perform a high-level and detailed initial assessment of cases on receipt to ensure all required technical information is present, ensuring anything further is requested where needed. - To instruct (to team members) preparation of personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. - To be responsible for a complete audit trail from the software system to justify product selection. - Prepare, check and issue letters and recommendation reports. - Oversee record keeping ensuring every piece of research can be found at any stage of the process. - Help ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability. - Assist compliance and other colleagues in any area as directed. - Assist with technical and product queries in a timely manner. - Ensure a consistent and up to date approach across both Independent and Restricted channels. - Prepare, check and issue ongoing service reports where clients have signed up to an ongoing service including the completion of costs and charges. - Assist and support other members of your team as required. - Product and Fund research using tools such as Selectapension,, Synaptics, Assureweb, Morningstar, FE Analytics. - Responsibility for high-level cash flow planning/forecasting. - Responsibility for creative and accurate financial planning strategies. - Detailed investment fund analysis and research and investment switching. - As required, dealing with client valuations and reviews. - As required, telephone work dealing with insurance companies, IFAs and their clients. - As required, general office duties that may include opening post, scanning, filing etc. Training pathways include working towards: - Product and Fund research using industry research tools. - Production of Periodic Assessment Suitability Reports (ongoing review support). - Strategic Financial Planning. - Cashflow modelling. - Suitability Report. - Leadership and management skills. Skills & Qualifications: - Significant previous experience within the industry is essential. - You must be level 4 qualified as a minimum. - Excellent keyboard skills and practical experience with Word, Excel and Database applications. - Comprehensive knowledge of industry research software is essential. - Working and practical knowledge of industry back-office systems such as Intelligent Office CRM is required. - Problem solving abilities. - Time management skills. - Leadership and management skills. - Up to date high-level knowledge of financial services providers and products is essential. - An understanding of the sales process and how advice is provided to clients within a compliance driven business. Person Specific: - Effectively communicate at all levels, and in all media types. - Commitment to continued development and to maintain knowledge within an ever-changing market. - Ability to work on own initiative as well as working effectively as part of a team, with leadership qualities. - Willingness to adopt a flexible approach to the work undertaken and maintain self-control when under pressure. - Demonstrate commitment by regular attendance and efficient completion of all tasks allocated. - Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations. - Maintain high standards of personal accountability, adhering to a set of prescribed responsibilities under the FCA’s - Certification Regime. - Can-do attitude with enthusiasm to carve out a career in financial services.