Our client is a highly regarded Financial Planning business which currently seeks to recruit a Paraplanner to join their well established team.

Based from their offices in Wallington you will be required to provide paraplanning support to a team of Financial Advisers on a daily basis. You will be the technical support member of the team and you should therefore have in depth experience as a Paraplanner within an established organisation.

Duties include:

Ensuring appropriate data is accurately recorded on the back-office system and in line with Company procedures.
Undertaking research in relation to investment funds and products, producing suitability reports (using Suitability Letter template systems) and obtaining illustrations at times.
Sit on the Investment Committee to continuously review processes, products and funds in the market etc

Key competencies:

Must have a sound knowledge of pensions and investments - Qualifications of CF level or RO level will be beneficial but not essential.
Ability to work within a defined business process in a high-pressure environment with attention to detail imperative.
Ability to multi-task and prioritise, plan own workload and manage Advisers' expectations.
A 'can do' positive approach to work.
Good communication skills.
Ability to use own initiative and to work both on your own and within a team.