Who are Azets Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices! We are a top ten accountancy firm in the UK and are the number one largest SME practice. The Senior (JF5) in the Wealth Management team We are looking for a Diploma qualified Para-Planner to join our team. Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners. Core Skills To provide technical and research support to the planners To assist the support team and compliance department when required Prepare suitability reports Prepare review reports Prepare a summary of recommendations for the processing team Ensure all recommendations meet with company standards Question the planner’s recommendations if applicable Discuss any cases that are not clear with your line manager or compliance manager Collate (or complete) application forms Learn and maintain a detailed understanding of firm's centralised investment proposition and relevant internal procedures Ensure client records are maintained and information is correctly recorded on intelliflo Essential Experience CII Level 4 Diploma Experience in managing and delivering wealth management services to clients Paraplanning experience is essential Experience in using CRM systems and financial software Technical Skills Financial Software Proficiency Financial Planning Software: Basic knowledge of tools such as Intelliflo Planning and CashCalc. Portfolio Management Systems: Introduction to software like FE Analytics 2. Data Entry and Management Excel: Basic proficiency in Microsoft Excel for simple data entry and basic functions Financial Analysis and Reporting Basic Financial Analysis: Understanding basic financial concepts and being able to perform simple financial calculations Report Generation: Skills in generating basic suitability reports using templates and guidance What's in it for you? Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK Interested in hearing more about Life at Azets