- Creating brilliant advice for clients
- Being a technical expert on all things financial planning
- Cashflow modelling
- Analysis of clients existing products and investments
- Ownership of individual planning projects requiring technical expertise
- Maintaining the pinnacle of standards of advice for clients
- Designing and refining processes and ways of working
- Working with the tech team to help remove admin and drive efficiency
- Helping to train, support and manage more junior colleagues and admin support
- Minimum Diploma Qualified, preference for Chartered or close to
- 3 plus years' experience in a Paraplanning capacity
- Comfortable with technology
- Client centric