Type of Position: Paraplanner - South Woodham Ferrers
Pay: £45k
Our client is seeking a talented Paraplanner to join their team in South Woodham Ferrers, Essex.
Key Responsibilities:
* Assist the Financial Planner in formulating advice to clients, providing technical support and guidance as needed.
* Review client objectives to ensure they are clear, concise, and achievable based on the client’s financial circumstances.
* Conduct research and analysis of investment funds and financial products, considering client objectives.
* Review asset allocations for investment and pension holdings.
* Complete financial cashflow forecasts to demonstrate the client’s current and future financial positions.
* Prepare Financial Plans outlining current positions, future goals, and strategies to achieve them.
* Liaise with Product Providers and 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.
* Maintain full Diploma qualification.
* Possess a good understanding of the Financial Planning process.
* Display strong interpersonal skills, both written and verbal.
* Provide excellent customer service to advisers and clients.
* Exhibit excellent planning and organizational skills.
* Work effectively to deadlines.
* Maintain accuracy and attention to detail.
* Hold AFPC qualification or be working towards it.
* Understand cashflow modelling.
* Have broad knowledge of the Financial Services Industry and high technical expertise.
* Possess in-depth knowledge and experience with cashflow modelling.
* Manage and complete projects effectively.
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