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Financial Planning Assistant

2 months ago

Weybridge, Surrey, United Kingdom Stonewood Wealth and Investments Limited Full time
Financial Paraplanner

Are you a paraplanner with a passion for working with financial planners? Stonewood Financial Planning is a financial services firm dedicated to providing comprehensive and personalized financial planning solutions to our clients. We have a strong commitment to excellence and a passion for helping individuals achieve their financial goals.

Key Responsibilities
  • Provide support to financial planners in completing non-client facing tasks, including the preparation and administration of recommendations.
  • Work closely with financial planners to review client information, gain a good understanding of client profiles, needs, and objectives.
  • Construct high-quality financial plans for clients in a timely manner, ensuring accuracy, compliance, and adherence to industry regulations and internal standards.
  • Ensure client files contain all required documentation to demonstrate compliance and suitability of advice.
  • Prepare lifetime cashflow modelling to develop the client's holistic financial plan.
  • Work closely with financial planners and other members of the paraplanning team to deliver quality and tailored financial planning services to clients.
Requirements
  • Good product and solutions knowledge from across the market, including pensions, investments, inheritance tax planning, and protection.
  • A good understanding of UK financial regulations and compliance requirements.
  • Qualified to level 4 Diploma in Financial Planning.
  • Proficiency in navigating and utilising financial planning software and tools.
  • Good IT skills, including Microsoft Word, Excel, SharePoint, and Teams.
What We Offer
  • A competitive salary and comprehensive benefits package.
  • A flexible approach to hybrid working.
  • An excellent wellbeing offering to support your physical, mental, and financial health.