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- Level 4 qualification in Financial Planning
- Proven experience in Paraplanning
- Conduct research and produce high-quality Recommendation and Strategy reports tailored to client needs.
- Ensure all advice meets compliance standards while maintaining a client-friendly approach.
- Support Partners with pre and post-retirement planning, pension transfers, investments, and taxation.
- Keep up to date with industry regulations, best practices, and internal financial industry exams.
- Collaborate with colleagues to improve processes and share best practices.
- Provide regular workflow updates to ensure effective client management.
- Level 4 qualification (Diploma in Financial Planning or equivalent).
- Proven experience as a Paraplanner in an IFA environment.
- Strong research skills and ability to produce compliant, client-focused reports.
- Excellent communication, attention to detail, and organisational skills.
- Knowledge of pre and post-retirement planning, pension transfers, SIPP providers, investments, taxation, and cashflow modelling tools.
- Working towards or achieved Level 6 qualification.
- Experience in complex financial advice areas such as IHT, Defined Benefit pension transfers, and structured investments.
- Familiarity with research tools such as Assureweb, Defaqto, FE Analytics, and Voyant.
- Work in a supportive and expert team environment.
- Engage with high-level, complex financial planning scenarios.
- Ongoing professional development opportunities.
