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16/03/2025
Type of Position: Paraplanner - London (Uxbridge)
Pay: £40k
Reference: Uxbridge1
Paraplanner - London (Uxbridge)
Our client is looking for a talented Paraplanner to join their team based in Uxbridge.
Key Responsibilities:
* 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 compared against the client’s financial circumstance.
* Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
* Review asset allocation for any investment/pension holdings
* Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
* Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
* Liaise with Product Providers / Third Parties regarding any technical queries
* Accurately complete new business sheets to be handed over to the PA.
* Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
* Fully Diploma qualified
* 1 year Paraplanning experience
* Good understanding of the Financial Planning process.
* Experience using IO and FE Analytics
* 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.
* An understanding of cashflow modelling.
* Broad knowledge of the Financial Services Industry and high level of technical knowledge.
* In depth knowledge and experience with cashflow modelling.
* Ability to manage and complete projects.
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