Avenue Recruitment

We are looking for a paraplanner, minimum 2 years experience of working with senior financial planners. Minimum of level 4 qualified with further professional exams either taken or planned The role is to deliver first class research and report work for the advisers. Role breakdown Gathering and undertaking research of products Analysing technical elements of products to establish appropriate options for clients. Compare and contrast the elements of products to select most appropriate option for clients. Undertake cost analysis to establish aggregated costs and charges of financial products Undertake technical calculations to determine clients position against areas such as tax allowances, tax charges and pension allowances. Undertake income sustainability analysis to meet clients income drawdown needs. Maintain detailed research and analysis records to demonstrate suitability of advice Communicate fully with the Financial Adviser to discuss research and analysis and options to meet client's needs and objectives. Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable. Work methodically and in a timely manner to meet with client's expectations. All work is completed with due care, skill and diligence and full co-operation with Financial Adviser, Client Support to ensure the best outcome for the client Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice and advice records are prepared to the highest standards. Maintain technical knowledge through a programme of Continuing Professional Development. Support the business growth and development through participation in projects and workgroups To carry out any other reasonable duties as requested by line management or directors Please note - due to to the high response rate we will only be contacting candidates that meet the following criteria. That have industry experience - wealth of financial planning as a paraplanner That hold a minimum of level 4 qualifications in line with FCA and RDR regulations