Purpose of the job: You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports. We successfully deliver high level, complex reports written specifically with our clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team. The team consists of 13 Paraplanners, including 6 seniors, a junior, and 2 trainees.

Job summary: Level 4 qualified. Experience of working as a Paraplanner within an IFA environment. Proven record of conducting research and writing quality Recommendation reports. Focus on client friendly whilst meeting Compliance needs. High level skills required: Communication: verbal and written. Attention to detail. Balance commercial needs with Compliance musts. Excellent organisational and prioritising skills: Knowledge and experience: Pre and post retirement. Pension transfers & SIPP providers. Investments. Taxation. Research tools & Cashflow modelling.

Main responsibilities: Adhering to Foster Denovo’s Service Excellence, you will be expected to always provide exceptional client service. The client is at the heart of our values and therefore all communication s...