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
• Report writing
• 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.