Paraplanner

Responsibilities Receiving instructions during debriefings from advisers following client meetings.Interpreting data obtained by advisers during client meetings.Analysing data and using research tools to provide solutions to meet client needs and objectives.Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports.Requirements Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma.Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations.Analytical in solving tasks with a keen attention for detail.Possess excellent organisational and time management skills with an ability to work under pressure and prioritise.Deliver effective and positive communication, and demonstrate competent use of IT.
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