The role will be working as part of a productive, high performing team to provide full support to the consultants. The role will need to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. As part of the role, we would be looking for the colleague to act as a mentor to less experienced Paraplanners within the team to help with their development.,

To produce clear, high quality technical suitability reports in a timely manner.
To develop a good understanding of the client's needs and requirements from review of the
Identify key Financial Planning issues before drafting a suitability report and discuss these
Evaluate and analyse existing plan information.
To successfully interpret risk analysis and be able to comment on whether both existing
Demonstrate and apply technical knowledge within the suitability report, communicating the
Tailor suitability reports to the client's needs and requirements in every aspect whilst
To provide high quality technical, administrative and research support to the Consultant
Deliver clear and concise communication to the Consultant and Client Support teams as
Undertake whole of market research as required, including investments, pensions and
Attend, when requested, client meetings alongside the Consultant.
To be aware and act upon any compliance, risk and quality issues.
Maintain the iO database ensuring that all tasks are completed in line with the company
To keep up to date with current regulation and expand knowledge through own learning.
Assist the Head of Paraplanning with checking the quality of other Paraplanners reports
Check the technical calculations of other Paraplanners and Senior Paraplanners
Provide mentorship for Trainee Paraplanners
Provide support for complex cashflow
Provide support for complex calculations
Support the wider business with projects to improve efficiency and client delivery
Contribute ideas for the improvement of advice delivery
Take an active role in promoting Crowe FPUK: this includes, proactively sharing news
Being a role model for other paraplanners by keeping up CPD
Being a role model for other members of the team by taking an active part in the Crowe
Potential to join the Investment Committee
Potential to get involved with other business operations.
Take an active part in team meetings encouraging other team members to speak up
Take an active role at team days which may include presenting to the wider team
Present cashflow within client meetings when required

Diploma qualified
Previous experience in an IFA environment
Previous experience writing suitability reports
Knowledge of research tools (Financial Express Analytics, Iress The Exchange)
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
A good understanding of regulatory requirements
Excellent numerical, verbal and written communication skills with an eye for detail
Experience using Intelliflo Office (preferable)
Experience of cashflow modelling
A thorough knowledge of Pensions, Investments and Protection products
A high level of technical knowledge and the ability to perform technical calculations
Chartered or working towards becoming chartered
A minimum of three years in a technical Paraplanner role
Experience mentoring Paraplanners
Excellent presentation skills

Crowe is a leading national firm offering audit, tax, advisory, and consulting services with global reach and local expertise. As an independent member of Crowe Global, one of the top 10 accounting networks worldwide, we have access to over 40,000 professionals across 140+ countries and more than 800 offices globally.

3 Financial Services / Investment jobs in Gotherington, Gloucestershire