We are seeking a detail-oriented and analytical Financial Paraplanner to support a team of Financial advisors in delivering high-quality financial planning and exceptional client service.
You will play a key role in gathering client information, analysing financial data, and preparing reports and recommendations to help clients achieve their financial goals.
Key Responsibilities:
* Prepare detailed financial plans and investment reports
* Analyse client data, including income, expenses, assets, liabilities, and investments
* Draft suitability letters for pensions, investments, trusts, and bonds
* Produce cashflow models, retirement projections, and insurance analyses
* Conduct product and fund research
* Ensure all recommendations meet regulatory and internal compliance standards
* Maintain accurate client records in CRM systems
* Provide administrative support to advisors as required
Skills & Experience:
* 3 years experience within a financial planning or wealth management environment
* Strong knowledge of financial services products
* Ability to manage and support the advice process
* Excellent analytical skills with strong attention to detail
* Strong written and verbal communication skills
* Well organised with the ability to prioritise workload effectively
* Level 4 Diploma in Financial Planning