Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and contribute to our mission of empowering clients to achieve their financial goals.
A Technical sales support/Paraplanner, to support a Financial Planner, within a chartered firm. You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. There will also be a small amount of admin. A working knowledge of pre and post retirement planning, investments and taxation is key to this role.
Responsibilities:
* Ability to ensure that the Financial Planner’s requirements are fully understood by effectively question and then articulate understanding.
* Analysing information on a client’s existing financial arrangements and conducting a gap analysis.
* Research products, with guidelines from the Financial Planner, the clients’ circumstances and objectives, to support recommendations.
* Prepare and compile personalised Suitability and Ongoing Suitability Reports, which are clear to the client, written in plain English and include any compliance requirements. (Training w...