We are currently seeking a dynamic and talented individual to join our team. This is a fantastic opportunity for the right candidate.
Key Responsibilities:
* Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
* Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
* Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
* Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.
* Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.
Requirements:
* Experience: Minimum of 3 years of experience as a Paraplanner within the financial services sector.
* Qualifications: You should hold your Diploma in Financial Planning and ideally be working towards Chartered status.
* Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
* Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
* Team Player: Collaborative approach to working within a team environment. This will be demonstrated by a ready willingness to support team members with technical and administrative issues.
* Career Aspiration: Willingness to commit to the role of Paraplanner for up to 4 years with the opportunity for progression into advisory roles thereafter.
Desirable - would be a sound understanding of digital marketing, particularly LinkedIn.
What will it be like to work with us?
You will be employed in a small team that operate under the aegis of Myers Davison Ginger Ltd. that provides our compliance, software and accommodation and is fiercely independent.
We consider ourselves to be highly professional and ethical, going that extra mile to ensure client satisfaction.
Everything you would expect but what we feel makes the position challenging is our intention to build a modern financial planning practice that uses cutting-edge technology, working in close association with selected professional associates providing genuine holistic, long-term wealth planning services.
We don’t know how this will pan-out but the successful candidate will be assured of a fulfilling role providing lots of job satisfaction. We also place a lot of emphasis on the expression “those who play together stay together” – so no party-poopers thanks!
Key Responsibilities:
Technical Services:
* Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
* Sourcing of external provider solutions. Drafting advice:
* Input into the design of planning solutions and the subsequent drafting of the advice to clients.
* Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team. Interaction with clients:
* Stay updated with industry news and trends.
* Professionally address and acknowledge client queries promptly. Other Duties:
* Engage in mentoring or support sessions as necessary.
* Familiarity with a range of products and solutions, including domestic and offshore options.
* A good eye for detail and accuracy; excellent written and verbal communication standards
* Demonstrable ability to work collaboratively and independently.
Who Will This Role Suit?
An individual who approaches work with a positive, proactive attitude, demonstrating a willingness to excel.