Paraplanner - Cambridge
Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products
Key Responsibilities:
1. Support the Financial Planners in research and analysis to meet client needs and objectives.
2. Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
3. Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
4. Manage the presentation of technical data to the Financial Planners.
5. Compile cashflow models when required as part of the advice process.
6. Attend client meetings with Financial Planners as required, present cashflow to clients as required.
7. Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
8. Maintain up to date product and technical knowledge.
9. Maintain all standards of performance as required by the firm.
10. Develop and maintain internal relationships within all parts of the business.
11. Promote the profile of the business within the profession and wider communities.
12. Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
Essential Qualities:
13. Fully Diploma qualified
14. Good understanding of the Financial Planning process.
15. Strong interpersonal skills, both written and verbal communication.
16. Customer service skills – providing an excellent service to the adviser and client.
17. Excellent planning and organisational skills.
18. Ability to work effectively to deadlines.
19. Accuracy and attention to detail to balance demands of role.
20. An understanding of cashflow modelling.
21. Broad knowledge of the Financial Services Industry and high level of technical knowledge.
22. In depth knowledge and experience with cashflow modelling.
23. Ability to manage and complete projects.