Paraplanner - Burgess Hill, Burgess Hill
Our client is looking for a talented Paraplanner to join their team.
Key Responsibilities:
* Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
* Review client objectives to ensure they are clear, concise, and achievable based on the client’s financial circumstances.
* Research and analyze investment funds and financial products, considering client objectives.
* Review asset allocations for investment and pension holdings.
* Complete financial cash flow forecasts to demonstrate the client's current and future financial position.
* Prepare Financial Plans outlining the current position, goals, and strategies to achieve them.
* Liaise with Product Providers / Third Parties for technical queries.
* Accurately complete new business sheets for handover to the PA.
* Support and assist team members to ensure tasks are completed on schedule and deadlines are met.
Qualifications & Skills:
* Fully Diploma qualified.
* Good understanding of the Financial Planning process.
* Strong interpersonal, written, and verbal communication skills.
* Excellent customer service skills.
* Effective planning and organizational skills.
* Ability to work effectively to deadlines.
* High accuracy and attention to detail.
* AFPC qualification or working towards it.
* Understanding of cash flow modeling.
* Broad knowledge of the Financial Services Industry and technical expertise.
* Experience with cash flow modeling.
* Ability to manage and complete projects.
#J-18808-Ljbffr