Job description
My client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chesterfield. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients.
Responsibilities:
1. Conduct comprehensive financial analysis to assist in the development of financial plans
2. Gather and organize client financial information, including income, expenses, assets and liabilities
3. Use financial planning software to model various scenarios and projections
4. Prepare and review investment proposals and reports for clients
5. Collaborate with Advisors to develop and implement customized financial strategies
6. Conduct research on financial products and investment opportunities
7. Ensure compliance with regulatory requirements and company policies
8. Maintain accurate and up-to-date client records
Requirements:
9. Ideally a CII L4 diploma or close to completing this
10. Strong analytical and problem-solving skills
11. Excellent communication and interpersonal skills
12. Proficiency in financial planning software and Microsoft Office
13. Attention to detail and high level of accuracy
14. Ability to work collaboratively in a team environment
15. Knowledge of financial markets, products and investment strategies
16. Understanding of regulatory and compliance requirements in the financial industry
17. Prior experience in a similar role within the financial services sector
18. Prior use of Genovo and/or Intelliflo Office would be useful