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Senior Financial Planning Assistant
2 months ago
We are seeking a detail-oriented Paraplanner to elevate their career in financial services. As a key member of our team, you will support financial advisors to deliver exceptional client experiences.
Key Responsibilities:
- Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
- Analyze Client Needs: Review client information to understand profiles and objectives.
- Conduct Research: Gather necessary documentation and perform relevant research.
- Create Financial Plans: Develop accurate, compliant financial plans.
- Ensure Compliance: Maintain proper documentation for compliance and suitability.
- Cashflow Modelling: Prepare lifetime cashflow models.
- Handle Client Queries: Address client inquiries as needed.
- Team Collaboration: Work closely with financial planners and support staff.
Requirements:
- Strong Communication Skills: Effective communication with financial planners and clients.
- Team Player: Excellent interpersonal abilities and a collaborative mindset.
- Organizational, Analytical, and Problem-Solving Skills: Ability to analyze complex financial data and develop solutions.
- Attention to Detail: Maintain accurate and compliant financial plans.
- Proficient in Financial Planning Software and IT Tools: Familiarity with industry-standard software and technology.
- Ethical Standards and Commitment to Professional Development: Adhere to industry regulations and continuously develop skills.
Qualifications:
- Knowledge of Financial Products: Understanding of pensions, investments, and tax planning.
- Understanding of UK Financial Regulations: Familiarity with industry regulations and compliance.
- Minimum Two Years of Paraplanning Experience: Proven experience in financial planning and analysis.
- Level 4 Diploma in Financial Planning: Relevant qualifications and certifications.
Benefits:
- Competitive Salary and Benefits Package: Attractive compensation and benefits.
- Ongoing Professional Development: Opportunities for continuous learning and growth.
- Supportive Work Environment: Collaborative and dynamic team.
- Opportunity to Make a Significant Impact: Contribute to the success of our clients and the company.
- Hybrid Working Model: Flexible work arrangements.
