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Financial Planning Assistant

2 months ago

Maldon, Essex, United Kingdom Antony George Recruitment Full time
{"title": "Paraplanner", "description": "About Our Client

Our client is a pioneering company that is revolutionizing retirement planning with a bold and innovative approach. They craft personalized lifestyle financial plans that transform retirement dreams into reality.

With a passion for excellence and a commitment to delivering exceptional results, our client is seeking a skilled Paraplanner to join their team.

Job Summary

The successful candidate will play a key role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research. This is an exciting opportunity for a motivated and detail-oriented individual to join a dynamic team and contribute to the development of company standards.

Key Responsibilities
  1. Client File Management: Prepare and maintain accurate client files, ensuring all necessary documentation is compliant and up-to-date.
  2. Financial Plan Development: Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations.
  3. Ongoing Client Reviews: Regularly review and update client plans to ensure they remain aligned with their goals and comply with regulatory standards.
  4. Client Support and Communication: Act as a key point of contact for clients, providing professional support and ensuring a smooth financial planning experience.
  5. Compliance and Due Diligence: Conduct due diligence and ensure all financial plans meet regulatory requirements and industry standards.
  6. Team Collaboration and Development: Support Financial Planners and colleagues by addressing technical queries, sharing expertise, and contributing to the improvement of internal processes and standards.
Requirements

The ideal candidate will have:

  • Strong technical knowledge and analytical skills.
  • Excellent organisational and multitasking abilities.
  • Ability to work collaboratively and support team members.
  • High attention to detail and accuracy.
  • Minimum 3 years' experience.
  • Diploma in Financial Planning (DipPFS).
What We Offer

Our client offers a competitive salary, excellent benefits package, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

", "lang_code": "en"}