Senior Financial Paraplanner
3 weeks ago
Type of Position: Senior Paraplanner - Brighton
Senior Paraplanner - Brighton
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.
Good understanding of the Financial Planning process.
Excellent planning and organisational skills.
Broad knowledge of the Financial Services Industry and high level of technical knowledge.
Ability to manage and complete projects.
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