Paraplanner - London (Uxbridge)
Our client is seeking a talented Paraplanner to join their team based in Uxbridge.
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 allocation for investment and pension holdings.
* Complete financial cashflow forecasts to demonstrate clients' current and future financial positions.
* Prepare Financial Plans outlining the current position, future goals, and the steps to achieve them.
* Liaise with Product Providers / Third Parties regarding 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.
Minimum Qualifications and Experience:
* Fully Diploma qualified.
* At least 1 year of Paraplanning experience.
* Good understanding of the Financial Planning process.
* Experience using IO and FE Analytics.
* Strong interpersonal, written, and verbal communication skills.
* Excellent customer service skills.
* Strong planning and organizational skills.
* Ability to meet deadlines and work effectively under pressure.
* Attention to detail and accuracy.
* Understanding of cashflow modelling.
* Broad knowledge of the Financial Services Industry with high technical proficiency.
* Experience managing and completing projects.
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