Paraplanner

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Qualified to Diploma Level
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At least one years previous experience in a holistic paraplannnig role
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The ability to work with advisers to extract the information required to prepare financial plans
and recommendations
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General knowledge of the products available in the wider market and how to assess the
suitability of these products
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The ability to research protection pension & investment products and an understanding of
the key information required that may affect a recommendation
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The ability to undertake detailed research on legacy products identifying where more in
depth analysis and questioning of providers is required
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An understanding of investment risk capacity for loss and loss tolerance and the ability to
construct recommendations consistent with a clients agreed risk appetite.
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Excellent report writing skills. The ability to present recommendations in a clear and logical
format using language which can be easily understood by clients
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The skills and knowledge needed to create and adapt a cash flow plan appropriate to the
clients circumstances
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A good understanding of compliance issues and how these affect the advice and suitability
process.
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Strong interpersonal skills and the ability to interact directly with clients and colleagues in a
professional manner
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Ability to work as part of a team as well as on your own initiative
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Ability to critically evaluate information probe and challenge the facts
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A flexible and adaptable attitude towards work
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Ability to work accurately and in accordance with procedures
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Excellent time management ability to meet deadlines
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Experience of Microsoft Word Excel Outlook and provider platforms
Desirable
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2 years experience in a paraplanning role
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Previous experience of discretionary investment management
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Previous use of Swift back office system
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Previous use of Voyant software
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Previous use of FE Analytics
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Progression towards Advanced Diploma