Financial Planning Assistant

4 weeks ago

Wolverhampton, Wolverhampton, United Kingdom Reed Full time
{"title": "Paraplanner", "description": "Job Summary

Reed Financial Services is seeking a skilled Paraplanner to collaborate with our Financial Planner and provide high-quality service and support to our clients.

Key Responsibilities
  • Collaborate with the Financial Planner to discuss client objectives and assist in gathering necessary information to compile comprehensive financial suitability reports.
  • Aid in identifying planning areas and sourcing solutions to meet client needs and objectives, including tax calculations when necessary.
  • Ensure client information is collected and maintained in accordance with 'know your client' principles and company policy.
  • Verify compliance documentation is accurate and complete when presenting suitability reports and recommendations.
  • Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy, and prepare client documentation.
  • Conduct fund research and analysis to support Financial Planner recommendations.
  • Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes.
  • Manage a library of suitability report templates and conduct due diligence research on funds, providers, and platforms.
  • Prepare and communicate monthly Cumulative return tables to Financial Planners and Team Leaders.
Requirements
  • A solid understanding of the financial planning process.
  • Commitment to delivering quality service.
  • Excellent client communication and relationship-building skills.
  • Ability to work collaboratively within a team.
  • Strong planning and prioritisation skills.
  • Proficiency in using systems and processes relevant to the role.
  • Demonstrated honesty, integrity, and ethical conduct.
  • Adaptability and enthusiasm for the role.
  • Dependability and a strong personal commitment to achieving outcomes.
  • Ability to work independently without supervision.
How to Apply

Please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

", "lang_code": "en"}

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