My Well established Financial Services client are looking for a a detail-oriented and proactive Paraplanner to join their team.
The successful candidate will play a crucial role in supporting Investment Director & Financial Advisers by preparing comprehensive financial plans, conducting research, and ensuring compliance with regulatory requirements.
Duties:-
* Assist in the preparation of financial plans and reports for clients.
* Conduct thorough research on financial products and market trends using FE Analytics and Intelliflo.
* Undertake client reviews, set up model portfolios and undertake switches and rebalances.
* Obtaining client valuations both on the platforms and with other providers
* Preparing and sending client Income Drawdown Review Reports (including cashflow projections using CashCalc software)
* Maintaining wrap platforms including submitting applications & chasing to completion
* Analyse client data to provide tailored recommendations.
* Maintain accurate records and documentation to support all compliance.
* Communicate effectively with clients to gather necessary information.
Key Skills:
* Must have proven capability of being a Paraplanner within Financial Services previously
* Essential you hold the Financial Planning Diploma
* You must have experience with Wrap platforms knowledge of Standard Life and Aviva is essential, and some knowledge of AXA is also advantageous
* Knowledge of FE Analytics and Intellif
* Experience with using Intelligent Office back-office system is advantageous.
* Able to build strong working relationships with clients and colleagues.
* Excellent communication skills, both written and verbal.
* Ability to analyse data effectively and provide insightful recommendations.
If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity as a Paraplanner.
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