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 plannedThe role is to deliver first class research and report work for the advisers.Role breakdownGathering and undertaking research of productsAnalysing 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 productsUndertake 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 adviceCommunicate 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 withFinancial Adviser, Client Support to ensure the best outcome for the clientWork closely with the compliance team to support the development of advice policy and process and collaboratively ..... full job details .....