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Director of Financial Planning and Propositions
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Financial Planning Assistant
1 month ago
We are currently recruiting for a Financial Planning practice based in Horsham who are looking to recruit an experienced Paraplanner to join their team.
Key Responsibilities:- Analyse client information and existing investments/policies to provide informed recommendations.
- Write comprehensive suitability reports for cases of varying complexity, ensuring accuracy and attention to detail.
- Handle urgent client queries in the absence of the adviser, providing timely and effective support.
- Stay up-to-date with industry regulations and compliance requirements, ensuring the team's work meets the highest standards.
- Perform tax calculations and create cash flow models and projections to support financial planning using Voyant.
- Work collaboratively with the team to achieve common goals and deliver exceptional client service.
- Upload cases to XPLAN for pre-approval, ensuring seamless workflow.
- Previous experience in a financial planning or wealth management firm, with a strong understanding of financial services products.
- Confidence in determining the advice journey, with excellent analytical skills and attention to detail.
- Strong written and verbal communication skills, with the ability to prioritize tasks and manage time effectively.
