Job Description

Paraplanner/Technical Analyst

The Role: to support the Partner and Financial Planners when informing and advising clients on financial strategies, plans and products.

Key Requirements and Skills:

  • Thorough knowledge of product research and analytical tools
  • Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
  • An understanding of FCA regulations and guidelines relating to financial services clients
  • Willingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally
  • Good communication skills (written and verbal) that are effective and meet business needs
  • Ability to prioritise and organise own workload
  • Ability to work under pressure and to deadlines
  • IT skills commensurate with computer packages used including detailed understanding and ...

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