An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and direct support to 2 experienced Advisors
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to:
- To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
- Review client objectives ensuring they are clear, concise and achievable when compare against the client's financial circumstance
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives
- Conduct fund research
- Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
- Liaise with Product Providers / Third Parties regarding any technical queries
The ideal candidate will:
- Level 4 diploma qualified
- Good understanding of the Financial Planning process
- Strong interpersonal skills, both written and verbal communication
- Customer service skills - providing an excellent service to the adviser and client
- Excellent planning and organisational skills
- Ability to work effectively to deadlines
- Accuracy and attention to detail to balance demands of role
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