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Financial Planning Assistant

2 months ago

Farnham, Surrey, United Kingdom Professional Placement (Southern) Ltd Full time
Job Description

We are seeking a skilled Paraplanner to join our dynamic financial planning team at Professional Placement (Southern) Ltd.

Key Responsibilities:

  • Assist in preparing comprehensive financial reports and client reviews
  • Conduct research on investment products and financial planning strategies to support our financial advisors
  • Organise and maintain accurate client files and documentation
  • Communicate with clients to gather necessary information for financial plans
  • Utilise Intelligent Office and FE analytics for document preparation and data analysis
  • Provide exceptional customer service to clients with professionalism and efficiency
  • Support the financial planning team with various administrative tasks
  • Demonstrate IT proficiency to navigate financial planning software

Requirements:

  • Previous experience working in a Paraplanning role or Junior paraplanner role
  • Proficient in report writing and maintaining accurate records
  • Strong organisational skills with attention to detail
  • Proficiency in Microsoft Outlook, Word, Excel, and other relevant software
  • Knowledge of financial planning principles and practices
  • Excellent communication skills to interact effectively with clients and team members
  • Good product knowledge along with the Diploma Level 4

About the Role:

This is a full-time position with a competitive salary of £35,000.00-£43,000.00 per year.