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Paraplanner / Financial Planning Assistant
2 months ago
Company Overview
Lime People Search & Select Ltd is a leading provider of expert, impartial financial advice for individuals, families, and businesses. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies.
Job Summary
We are seeking a highly skilled Paraplanner to join our team of qualified professionals. As a Paraplanner, you will play a critical role in supporting our Financial Advisers in providing exceptional client service and delivering high-quality financial advice.
Key Responsibilities
- Client Portfolio Analysis: Prepare detailed analysis of clients' existing portfolios to identify areas for improvement and optimize investment strategies.
- Technical Support: Provide expert technical support to our Financial Advisers, including calculations, research, and data analysis.
- Recommendation Reports: Prepare comprehensive Recommendation Reports and supplementary documentation to support client advice.
- Compliance and Regulatory Requirements: Ensure adherence to all relevant compliance procedures, core values, and high standards of client service.
- Product Knowledge: Develop and maintain in-depth knowledge of financial products and markets to meet regulatory requirements and personal development needs.
Requirements
To be successful in this role, you will need:
Level 4 Diploma qualification or working towards, with relevant experience in the Financial Advice sector.Excellent analytical and numerical skills, with the ability to prioritize tasks and meet deadlines.Strong communication skills, both written and verbal, with the ability to work effectively with clients, colleagues, and product providers.Experience with financial planning software, such as Intelliflow, Selectapension, Trigold, and Assureweb, is highly desirable.