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| Job Location | Bracknell |
| Education | Not Mentioned |
| Salary | Salary negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
I am supporting a wonderful National IFA Practice in the Berkshire area looking to recruit a highly competent and skilled Paraplanner to join their excellent business. This role is paying an incredibly high salary for a skilled Diploma Qualified Paraplanner.If you are working towards chartered status too that would be fantastic. You must be competent in your ability to write technical financial planning reports and support the Advisors.The job purpose is to prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. A good knowledge of advice and understanding ofclients needs and the desired client outcomes. Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.Key Responsibilities Prepare suitability reports across a wide range of advice types, financial products, andinvestment solutions Carry out any necessary technical research Ensure client records contain sufficient Know Your Client information to demonstrate suitabilityof our advice, and that they are kept accurate and up to date at all times Work with the Financial Planner to ensure the correct client outcome in achieved Attend client meetings to support the Financial Planner in the delivery of cashflow modelling,as required Manages own workload to meet personal targets Communicate effectively with the Financial Planners to manage expected delivery dates Responsible for managing process, tasks and complying with FCA guidelines Maintain core systems ensuring that all documents are uploaded to the back-office system tosupport the advice Identify and report any risks, breaches, or errors through ensuring risks are logged through tomitigating actions and controls and maintaining an accurate CPD log Participate in local projects to support the overall Financial Planning Team, as requiredKey Skills and Experience Demonstrable experience of paraplanning gained with a proven solid technical knowledge Proven track record of delivering written financial advice Good organisation and prioritisation skills; able to work independently and within a team Excellent communication skills both written and verbal Level 4 Diploma in Financial Planning (DipPFS) A desire to develop further and to undertake relevant examinations and working towardsChartered status