We are currently recruiting for Financial Planning firm based in Watford who are looking for a Paraplanner to join their team. This role can be flexible with home working.

They look after over 160 Wealth Management Families and 50 financial planning and Investment strategy clients. They are serious about enabling our team to be the best they can be and will pay for all training towards exams and allow study leave where appropriate. All their advisers are Chartered Financial Planners as a minimum requirement and play and active role in the Paraplanning and adviser community.

The role

The role of the Paraplanner is to support the Financial Planner(s) when informing and advising Clients on financial strategies, plans and products.

Key Contributions and Outputs

Supporting the Financial Planner(s) in research and analysis to meet client needs and objectivesSupporting the Financial Planner(s) in preparing client financial plans and suitability reportsAttending client meetings supporting the Financial Planner(s) such as taking minutes, explaining technical details, form completion and follow up action points.To be a specialist (Go to person) for a specific business areaDeveloping and maintaining internal relationships to help maintain business flow and meet agreed targetsEnsuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externallyContributing to the smooth running of the paraplanning administrative function within the businessWorking collaboratively with the Head of Paraplanning and Client Services Manager to develop and improve systems and processes where necessary, to help deliver the high standards expected of the clientsWhere necessary, attend regular business meetings such as adviser, investment committee & support meetings The role holder is responsible for:

The technical aspects of preparing for Client meetings, including: o Preparing and compiling financial analysis datao Analysing Client data and preparing cash flow analyseso Preparing CGT and Chargeable Gains calculationso Researching products to support recommendationso Compiling financial planning recommendations and suitability reports to a high standardo Providing support for the Financial Planner(s)o Ensuring that all regulatory and compliance standards are meto Liaising with product providers and other relevant third partieso Ensuring that all Client requirements are followed through to the appropriate conclusion

Assisting the Financial Planner(s) with Client presentations and any other activities as agreed Managing individual workflow and task delivery Undertake annual technical reviews, due diligence of services and products. You will have to be Level 4 qualified to be considered for this position.