Hall 17 Limited t/a Style Incorporated

Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities: Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) Must have at least 4 years' experience as a Paraplanner Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based or within a reasonable commutable distance from the office