The following is a refined version of the job description, with improved formatting and clarity:
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Our client is looking for a talented Paraplanner to join their team based in Oxford.
Key Responsibilities:
1. Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
2. Review client objectives to ensure they are clear, concise, and achievable based on the client’s financial circumstances.
3. Provide research and analysis of investment funds and financial products, considering client objectives.
4. Review asset allocations for investment and pension holdings.
5. Complete financial cashflow forecasts to demonstrate clients' current and future financial positions.
6. Prepare Financial Plans outlining the client's current position, goals, and strategies to achieve them.
7. Liaise with Product Providers and Third Parties regarding technical queries.
8. Accurately complete new business sheets for handover to the PA.
9. Support and assist team members to ensure tasks are completed on schedule and deadlines are met.
10. Hold full Diploma qualification.
11. Have a good understanding of the Financial Planning process.
12. Possess strong interpersonal skills, both written and verbal.
13. Provide excellent customer service to advisers and clients.
14. Demonstrate excellent planning and organizational skills.
15. Work effectively to meet deadlines.
16. Maintain accuracy and attention to detail.
17. Be working towards or hold AFPC certification.
18. Understand cashflow modelling.
19. Possess broad knowledge of the Financial Services Industry and high-level technical expertise.
20. Have in-depth knowledge and experience with cashflow modelling.
21. Manage and complete projects effectively.
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