Are you a detail-oriented paraplanner with a passion for supporting financial advisors? Do you thrive in a fast-paced environment? Our client is seeking a talented individual to deliver outstanding financial planning services.
About the Company
Our client is a leading financial services firm focused on personalized financial planning solutions. They are dedicated to helping clients achieve their financial goals through tailored advice and support.
Role Overview
In this role, you will support financial planners by analysing client needs, conducting research, and preparing compliant financial recommendations.
Key Responsibilities
- Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
- Analyse Client Needs: Review client information to understand profiles and objectives.
- Conduct Research: Gather necessary documentation and perform relevant research.
- Create Financial Plans: Develop accurate, compliant financial plans.
- Ensure Compliance: Maintain proper documentation for compliance and suitability.
- Cashflow Modelling: Prepare lifetime cashflow models.
- Handle Client Queries: Address client inquiries as needed.
- Team Collaboration: Work closely with financial planners and support staff.
Requirements
- Strong communication skills
- Team player with excellent interpersonal abilities
- Organizational, analytical, and problem-solving skills
- Attention to detail
- Proficient in financial planning software and IT tools
- Ethical standards and commitment to professional development
Qualifications
- Knowledge of financial products, including pensions, investments, and tax planning
- Understanding of UK financial regulations
- Minimum two years of paraplanning experience
- Level 4 Diploma in Financial Planning
Benefits
- Competitive salary and benefits package
- Ongoing professional development
- Supportive work environment
- Opportunity to make a significant impact
- If you are ready to advance your career in financial services, apply now to join our client's dedicated team of professionals.
- Hybrid working 60/40