Role: Paraplanner
Location: Horley
Salary: £45,000 to £50,000
Are you passionate about client relations and financial planning? Do you thrive in dynamic environments where your expertise and interpersonal skills can shine? If so, I have the perfect opportunity for you!
Role Overview:
As the Paraplanner, you will be the first port of call for client queries, ensuring their needs are met with precision and care. Your role will involve:
- Client Interaction: Addressing client queries and providing valuation summaries.
- Meeting Preparation: Assisting advisers by anticipating client needs and preparing for meetings.
- Service Excellence: Upholding high service standards.
Key Responsibilities:
- Documentation: Crafting investment strategy documents and suitability letters post-client meetings, considering their circumstances, needs, and objectives, including tax planning.
- Product Knowledge: Staying updated on products and funds to recommend suitable options for clients.
- Research: Conducting thorough research to support adviser recommendations and bespoke analysis when needed.
- Client Relationship: Building strong rapport with clients, understanding their perspectives, and servicing their accounts effectively.
- File Management: Maintaining orderly client files for easy information retrieval by colleagues.
- Compliance: Ensuring all compliance paperwork is in order and meeting FCA and overall regulatory requirements.
Qualifications:
- Diploma in Financial Planning: Commitment to completing this qualification within a reasonable timeframe.
- Workload Management: Ability to prioritize, multitask, and manage your workload efficiently.
- Team Player: Capable of working independently and as part of a team, even under pressure.
- IT Skills: Proficiency in IT and willingness to learn relevant back-office systems.
- Regulatory Knowledge: Understanding of FCA principles, Consumer Duty, Data Protection Act 2018, and GDPR 2018.
Why Join?
- Professional Growth: Opportunities for continuous learning and development.
- Supportive Environment: Work with a team that values collaboration and excellence.
- Impactful Work: Make a difference by helping clients achieve their financial goals.
If you're ready to take on a challenging and rewarding role, apply now with your CV and help the firm deliver exceptional service to their clients!