Paraplanner - London with Home Working Available
3 weeks ago
To provide support to the Financial Advisers within the firm and to become the main point of contact for the clients.
**Key Contributions**:
- Supporting the Financial Planners and Advisers in research and analysis to meet Client needs and objectives.
- Supporting the Financial Planners and Advisers in preparing Client financial plans and suitability reports.
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
**Key Tasks**:
- Attending client meetings and keeping a record of notes and action points agreed.
- Producing client Annual Review Reports
- Dealing with client queries
- Assisting with product research
- To prepare accurate financial plans and recommendations in a timely manner showing good attention to detail at all times.
- Upkeep of company database with full and accurate client records
- Liaising with product providers and other relevant third parties
- Individual workflow and task delivery
- To produce detailed cash flow forecast
- Generate FE Performance Reports
- Supporting the delivery of and achievement of the client service standards
- Working alongside team members to ensure working as efficiently as possible
- Strong communication skills that allow you to inform and help clients clearly and to liaise effectively with other professionals
- Good analytical skills and ability to think outside of the box
- An ability to work under pressure
- A commitment to want to continually learn and develop
- Good attention to detail
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