The role will involve:

• Identifying and calculating potential tax benefits/charges to clients
• Investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk
• Ensuring client files comply with the company business quality standards
• Assisting the Advisers in research and compilation of compliant, bespoke client reports
• Aiding advisers in achieving their fee income targets
• Compiling investment / pension / protection illustrations, projections and associated documentation
• Preparing client service agreement letters

Key Requirements:

•  Have secured a number of financial qualifications and striving towards the certificate in Paraplanning
• Have previous experience of working as a Paraplanner 
• Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries