Paraplanner - London (Uxbridge)
Our client is seeking a talented Paraplanner to join their team in Uxbridge.
Key Responsibilities:
* Assist the Financial Planner in formulating advice for clients, providing technical support and guidance as needed.
* Review client objectives to ensure clarity, conciseness, and achievability based on their 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 the client's current and future financial position.
* Prepare Financial Plans outlining the current position, goals, and steps to achieve them.
* Liaise with Product Providers and 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 Requirements:
* 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
* Excellent planning and organizational skills
* Ability to meet deadlines
* Attention to detail and accuracy
* Understanding of cashflow modelling
* Broad knowledge of the Financial Services Industry and technical expertise
* Experience with cashflow modelling
* Ability to manage and complete projects
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