Financial Planning Associate
2 days ago
Job Description:
About Bond Rec:
Bond Rec is a highly regarded financial services firm that provides comprehensive wealth management solutions to its clients. As a result of continued growth, we are seeking an experienced Paraplanning Specialist to join our team.
Key Responsibilities:
- Provide high-quality paraplanning support to our financial planners, ensuring timely and accurate completion of client files.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Utilize cashflow forecasting tools, such as Voyant, to analyze client financial situations and provide recommendations.
- Stay up-to-date with relevant tax laws and regulations, including Lifetime Allowance, Pension Annual Allowances, and inheritance tax.
- Collaborate with financial planners to deliver exceptional client service and achieve business objectives.
Requirements:
- Minimum 3 years of experience in paraplanning or a related field.
- Diploma status with strong technical knowledge and skills.
- Ability to work holistically, considering clients' 'big picture' and life goals.
- Proficiency in cashflow forecasting tools and financial planning software.
- Strong communication and interpersonal skills.
What We Offer:
- A supportive environment for professional growth and development.
- Opportunities for continual learning and training.
- A competitive salary and benefits package, including pension and life insurance.
- A dynamic and collaborative work environment.
Working Arrangements:
The role is full-time, with flexible working arrangements to accommodate remote work on Mondays and Fridays. The office is closed on these days, and employees are expected to work from home or a designated remote location.
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