My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs. We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports. Your main duties as a Paraplanner will include: Understanding the financial planning processUndertake research and analysis both independently and with the Financial Planner to identify suitable solutions to meet client needs and objectivesPrepare cash flow plans with the Financial Planner using the cash flow planning tool VoyantWrite and tailor high quality suitability reports based on discussions with the Financial PlannerProduce accurate and compliant client records using our back-office systemIdentify and discuss any discrepancies of the client file with the Financial Planner The ideal candidate will have the following experience and qualifications: Minimum Level 4 CII Diploma in Regulated Financial Planning qualified3+ years experience as a ParaplannerUnderstand the financial planning processKnowledge of FE Analytics, Voyant, Defaqto engage, Selectapension and Intelligent Office would be advantageous A great salary and benefits are offered along with the possibility of carer progression with a stable nationwide firm. ..... full job details .....