Skills
- Accuracy and attention to detail when writing reports.
- Organisation of own workload to meet deadlines.
- Client focused, delivering a high standard of client service.
- Must be proactive and able to use initiative.
- Good communication skills, both oral and written.
- Ability to work with minimum supervision whilst managing multiple and conflicting deadlines.
- Adaptive to change.
- Proficient in standard industry advice and research tools, for example: Selectapension, Cashflow Modelling (preferably Fincalc), FE Analytics.
- Proficient in MS Word/Excel.
Knowledge
- Minimum of 2-3 years in a Paraplanning role or equivalent.
- Experience of Defined Benefit Pension advice.
- Understanding of the annual FCA ongoing suitability process and experience providing support with this.
- Knowledge of Xplan (or similar practice management systems) would be beneficial.
- Good working knowledge of all Microsoft office applications specifically Excel.
Qualifications
- Candidates must have attained minimum Level 4 Diploma in Financial Planning (or equivalent) with desire to achieve Level 6 and Chartered status.
Other relevant information
- Reports into Technical Paraplanner Team Leader.