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Financial Planning Assistant
2 months ago
Heat Recruitment is seeking a skilled Paraplanner to join our team in Nottingham. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.
Key Responsibilities:- Conduct thorough research and analysis on various financial products and services to provide expert advice to clients.
- Prepare detailed financial plans and reports for clients, ensuring accuracy and attention to detail.
- Assist in the creation and review of client investment portfolios, ensuring alignment with their financial goals.
- Maintain up-to-date knowledge of financial regulations and industry standards to provide expert guidance to clients.
- Provide technical support and guidance to Financial Advisors, ensuring seamless delivery of financial planning services.
- Liaise with clients to gather necessary information and documentation, ensuring a smooth client experience.
- Ensure all client information is accurately recorded and maintained, adhering to data protection regulations.
- Previous experience in a paraplanning role, with a strong understanding of financial planning, investment products, and regulatory requirements.
- Excellent analytical and research skills, with the ability to analyze complex financial data and provide expert advice.
- Proficiency in using financial planning software and tools, with the ability to adapt to new technologies.
- Exceptional attention to detail and accuracy, with a strong focus on delivering high-quality results.
- Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork.
- Relevant qualifications in financial planning (e.g., Diploma in Financial Planning) are highly desirable.
- Competitive salary (£30,000 to £45,000, depending on experience).
- Opportunities for professional development and career progression, with a focus on continuous learning and growth.
- Supportive and collaborative work environment, with a strong focus on teamwork and collaboration.
- Flexible working arrangements, with a focus on work-life balance.
- A chance to work with a dynamic and experienced team of financial professionals, with a focus on delivering exceptional results.
