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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:
* Support the Financial Planners in research and analysis to meet client needs and objectives.
* Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
* Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
* Manage the presentation of technical data to the Financial Planners.
* Compile cashflow models when required as part of the advice process.
* Attend client meetings with Financial Planners as required, present cashflow to clients as required.
* Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
* Maintain up to date product and technical knowledge.
* Maintain all standards of performance as required by the firm.
* Develop and maintain internal relationships within all parts of the business.
* Promote the profile of the business within the profession and wider communities.
* Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
* 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.
* 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.
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