My client is looking for an experienced Paraplanner to join their established Financial Planning team. This is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals.
My client is one of the county’s leading employers, offering excellent opportunities for personal and financial development, with a reputation for facilitating staff growth.
Role Overview
The role involves providing vital support to the team of Financial Planners, including researching products, investment strategies, and financial planning solutions, performing tax calculations, and preparing financial planning and recommendation reports. You may also act as the technical interface between the consultants and clients.
Responsibilities
* Providing research/report writing and sales support to Financial Planners, ensuring compliance for all clients
* Developing and maintaining relationships with financial institutions
* Maintaining and expanding knowledge in financial planning
* Attending client meetings
* Achieving personal targets
* Maintaining relationships with existing clients
* Researching products, investment solutions, and strategies
* Producing compliant reports and suitability letters
* Developing the client bank for existing and new clients
* Conducting all business ethically and in compliance with regulations
Skills Required
* Research and reporting skills
* Coordination skills
* Technical financial planning skills
* Organization and prioritization skills
* Communication skills
* Time management skills
* Interpersonal skills
Qualifications and Experience
* Financial Planning Certificate
* Diploma (or working towards)
* Minimum of 3 years experience in a similar environment
By submitting this form, you agree to the storage and handling of your data by Service Service.
Posted by Robin Hall | February 27, 2023
#J-18808-Ljbffr