Our client is seeking a talented Paraplanner to join their team. As a paraplanner, you will support the firm's Financial Planners by 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 reviews, new business, or ad hoc advice reports.
3. Prepare documentation to support recommendations and justify the provider and product chosen.
4. Manage the presentation of technical data to the Financial Planners.
5. Compile cashflow models as required during the advice process.
6. Attend client meetings with Financial Planners and present cashflow to clients as needed.
7. Provide clients with a positive professional experience, offering knowledgeable and ongoing assistance.
8. Maintain up-to-date product and technical knowledge.
9. Develop and maintain internal relationships within all parts of the business.
10. Promote the profile of the business within the profession and wider communities.
11. Complete Continuing Professional Development to meet regulatory requirements and personal development needs.
12. Ensure full Diploma qualification is maintained.
13. Have a good understanding of the Financial Planning process.
14. Possess strong interpersonal skills, both written and verbal.
15. Deliver excellent customer service to advisers and clients.
16. Exhibit excellent planning and organizational skills.
17. Work effectively to deadlines.
18. Maintain accuracy and attention to detail.
19. Have an understanding of cashflow modelling.
20. Possess broad knowledge of the Financial Services Industry and high technical knowledge.
21. Have in-depth experience with cashflow modelling.
22. Manage and complete projects efficiently.
If interested, please forward your CV to [emailprotected].
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