Senior Paraplanner

* Researching, analysing and compiling Financial Planning Reports

* Handling existing client queries wherever possible

* Providing research for Asset Allocation on a client’s existing portfolio

* Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved.

* Servicing existing clients by providing valuations and portfolio updates as and when required.

* Quantifying and analysing clients existing investments. This will incorporate:

o Financial Plan Statements (including Cash flow analysis)

o Tax Planning Analysis

o Risk Modelling

o Investment Planning and Analysis

o Pension Forecasts and Illustrations

* Ad-hoc projects and tasks as and when necessary

* To develop professionally and achieve high levels of technical knowledge and sales skills

The successful candidate will possess a minimum of three years within a comparable role with relevant CII qualifications, a basic knowledge of regulatory requirements and be educated to degree level or equivalent. In addition you will demonstrate excellent personal organisational and administrative skills with a proven ability to excel in a high pressured environment whilst consistently meeting deadlines. Previous experience of selling within a Financial Services environment is essential.