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Financial Planning Specialist
2 months ago
We are currently recruiting for a Financial Planning firm based in the UK who are looking for a Paraplanning Professional to join their team. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.
The Role
As a leading Financial Planning firm, we are seeking a skilled Paraplanning Professional to work alongside our Financial Planners, attending client meetings as required and using cashflow forecasting to deliver a highly personalized holistic financial planning service to a wide range of clients. The ideal candidate will be technical and have some experience at building financial plans and strategies.
Responsibilities
- Undertake technical research, compile financial planning recommendations, and implement solutions.
- Analyze portfolios, benchmarking, rebalancing, and ongoing portfolio maintenance.
- Prepare for and attend client meetings with Financial Planners, developing relationships with clients and acting as the first point of contact for client queries.
- Analyze client data and prepare cash flow analysis (using Voyant).
- Liaise with product providers and other third parties.
- Provide the best level of client experience, keeping in regular communication with clients.
- Work with the administrative support team to ensure the highest level of client service is delivered.
- Ensure all regulatory and compliance standards are met.
- Contribute to the ongoing development of best practice within the business.
Requirements
- A minimum of 2 years' experience in a similar role.
- Diploma in Financial Planning (Dip PFS) - highly preferable.
- Knowledge and experience of all areas of financial planning - investment portfolio management, pensions, taxation, protection, estate planning, etc.
- A strong relationship builder and collaborative team player with a caring and quality-focused, client-centric approach.
- Intelligent with a strong technology and mathematical aptitude and excellent attention to detail.
- The ability to manage workflow effectively.
- Experience of cash flow modeling, preferably Voyant.
- Preferably - experience of dealing with complex financial planning or high net worth clients.
The successful Paraplanning Professional will enjoy a highly rewarding career, working for a progressive company who invest in, value, and reward their staff.
