Social network you want to login/join with:
col-narrow-left
Client:
Location:
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
f6f63f01e5da
Job Views:
11
Posted:
26.04.2025
Expiry Date:
10.06.2025
col-wide
Job Description:
Our client is looking for a talented Paraplanner to join their team based in South Woodham Ferrers, Essex.
Key Responsibilities:
* To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
* Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
* Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
* Review asset allocation for any investment/pension holdings
* Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
* Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
* Liaise with Product Providers / Third Parties regarding any technical queries
* Accurately complete new business sheets to be handed over to the PA.
* Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
* Fully Diploma qualified
* Good understanding of the Financial Planning process.
* Strong interpersonal skills, both written and verbal communication.
* Customer service skills – providing an excellent service to the adviser and client.
* Excellent planning and organisational skills.
* Ability to work effectively to deadlines.
* Accuracy and attention to detail to balance demands of role.
* AFPC or working towards.
* An understanding of cashflow modelling.
* Broad knowledge of the Financial Services Industry and high level of technical knowledge.
* In depth knowledge and experience with cashflow modelling.
* Ability to manage and complete projects.
#J-18808-Ljbffr