Qualifications
* Level 4 Diploma in Regulated Financial Planning
* Demonstrable paraplanning experience within a financial planning environment
* Strong technical knowledge of financial planning products, investments, pensions, and protection
* Excellent written and verbal communication skills
* Strong organisational skills with the ability to manage multiple cases and deadlines
* High level of accuracy and attention to detail
Personal Attributes
* Professional, trustworthy, and able to handle confidential information with discretion
* Reliable and accountable with a proactive approach to work
* Collaborative team player who supports colleagues and contributes to team success
* Committed to delivering high standards of client service
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