Senior Financial Planner

4 weeks ago


St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time
Senior Paraplanner Role Overview

Click and Connect Online Limited is seeking a highly skilled and experienced Senior Paraplanner to support their financial advisors in delivering top-notch services to their clients.

Key Responsibilities:
  • Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with regulatory standards.
  • Conduct thorough research and analysis on financial products, market trends, and investment opportunities to support the development of client strategies.
  • Prepare and maintain all necessary documentation for client meetings, including financial summaries, investment proposals, and risk assessments.
  • Ensure all financial plans and documentation adhere to industry regulations and company policies, maintaining the highest standards of compliance.
  • Utilise financial planning software and tools to enhance the efficiency and effectiveness of the financial planning process.
  • Work closely with financial advisors, client service teams, and other departments to ensure seamless communication and delivery of client services.
  • Stay updated on industry developments, financial products, and regulatory changes to continually enhance the quality of financial planning services provided.
Qualifications:
  • Experience: 5+ years of experience in paraplanning, financial planning, or a related field, preferably within the wealth management or financial services industry.
  • Education: A relevant degree in finance, economics, or a related field, with additional certifications such as CFP, CII, or equivalent being highly desirable.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop strategic recommendations.
  • Meticulous attention to detail, ensuring accuracy and precision in all financial documentation and analysis.
  • Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
  • Proficient in financial planning software, Microsoft Office Suite, and other relevant tools and platforms.
  • Ability to work collaboratively with cross-functional teams and contribute to a positive and dynamic work environment.

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