Financial Planning Associate

7 days ago

Horley, Surrey, United Kingdom Reed Full time
Job Description

Role Overview:

The Paraplanning Specialist will be the primary point of contact for client inquiries, ensuring their needs are met with precision and care. This role involves:

  • Client Interaction: Addressing client queries and providing valuation summaries.
  • Meeting Preparation: Assisting financial advisers by anticipating client needs and preparing for meetings.
  • Service Excellence: Upholding high service standards.

Key Responsibilities:

The Paraplanning Specialist will be responsible for:

  • Documentation: Crafting investment strategy documents and suitability letters post-client meetings, considering their circumstances, needs, and objectives, including tax planning.
  • Product Knowledge: Staying updated on financial products and funds to recommend suitable options for clients.
  • Research: Conducting thorough research to support adviser recommendations and bespoke analysis when needed.
  • Client Relationship: Building strong rapport with clients, understanding their perspectives, and servicing their accounts effectively.
  • File Management: Maintaining orderly client files for easy information retrieval by colleagues.
  • Compliance: Ensuring all compliance paperwork is in order and meeting regulatory requirements.

Qualifications and Skills:

The ideal candidate will possess:

  • Diploma in Financial Planning: Commitment to completing this qualification within a reasonable timeframe.
  • Workload Management: Ability to prioritize, multitask, and manage workload efficiently.
  • Team Player: Capable of working independently and as part of a team, even under pressure.
  • IT Skills: Proficiency in IT and willingness to learn relevant back-office systems.
  • Regulatory Knowledge: Understanding of regulatory principles, including FCA, Consumer Duty, Data Protection Act 2018, and GDPR 2018.

Why Work with Us:

As a Paraplanning Specialist with Reed, you will have opportunities for continuous learning and development, work in a supportive environment that values collaboration and excellence, and make a difference by helping clients achieve their financial goals.

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