Senior Financial Planning Specialist

4 weeks ago

Chelmsford, Essex, United Kingdom Reed Full time
Paraplanner Role

We are seeking a skilled Paraplanner to join our dynamic team at Reed Financial Services. As a Paraplanner, you will play a crucial role in providing high-level support to our Independent Financial Advisors (IFAs) and contributing to the day-to-day operations of our business.

Key Responsibilities:
  • Provide comprehensive paraplanning support across various financial planning areas, including pensions, investments, protection, inheritance tax, and cashflow planning.
  • Liaise with product and fund providers to understand technical matters and gather necessary data.
  • Deliver accurate research and recommendation reports and oversee the sign-off of other team members' work.
  • Regularly report to the Paraplanning Team Leader and Operations Manager, ensuring adherence to data protection principles and company policies.
  • Promote and ensure the delivery of Client Best Interest outcomes as per company policy.
  • Handle high-level and detailed initial assessments of cases to ensure all required technical information is present.
  • Prepare and issue personal illustrations, key features documents, application forms, and other relevant information.
  • Maintain a complete audit trail in the software system to justify product selection and ensure compliance.
Requirements:
  • Must be Level 4 qualified as a minimum.
  • Significant previous experience within the financial services industry.
  • Proficient in Microsoft Office applications and familiar with industry-specific software like Intelligent Office CRM.
  • Comprehensive knowledge of industry research tools such as Selectapension, Synaptics, Assureweb, Morningstar, and FE Analytics.
  • Strong problem-solving abilities and excellent time management skills.
  • Leadership and management skills with the ability to work independently and as part of a team.
  • Up-to-date knowledge of financial services providers and products.
What We Offer:
  • Opportunities for professional development and training in areas like strategic financial planning and cashflow modelling.
  • A supportive team environment that fosters personal and professional growth.
  • Competitive salary and benefits package.

To apply for this exciting opportunity, please submit your CV and cover letter detailing your relevant experience and qualifications.

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