About the Company:

Our client is a reputable financial services firm that provides expert advice to individuals and businesses in the East Sussex area. With over 25 years of experience, they have established a strong reputation for delivering high-quality financial planning services that meet the unique needs of their clients.

Company Values:

• Client-Centric Approach: Our client is committed to providing personalized service to their clients, understanding their goals and objectives, and delivering tailored solutions to meet their needs.
• Continuous Learning and Innovation: Our client stays up-to-date with the latest industry trends and developments, ensuring that their clients receive the best possible advice and guidance.
• Empowerment through Education: Our client believes in empowering their clients with knowledge and understanding of their financial situation, enabling them to make informed decisions about their financial future.
• Long-Term Relationships: Our client values long-term relationships with their clients, built on trust, integrity, and a commitment to delivering exceptional service.

Job Summary:

The successful candidate will be responsible for providing administrative support to the financial planning team, assisting with client research, report construction, and client contact. This is an excellent opportunity for a motivated and detail-oriented individual to develop their skills and knowledge in financial planning and services.

Key Responsibilities:

1. Client Research: Conduct research to identify suitable solutions to meet client needs, including financial planning, investment, and protection.
2. Report Construction: Compile draft net worth statements, income and expenditure statements, and financial cash flow forecasts.
3. Client Contact: Communicate with clients to understand their needs and provide tailored solutions.
4. Administrative Support: Provide administrative support to the financial planning team, including data entry, filing, and other tasks as required.
5. Technical Calculations: Perform technical calculations to support financial planning and investment recommendations.
6. Financial Planning: Assist with the development of financial plans and suitability reports for clients.
7. Compliance: Ensure that all work is completed in accordance with regulatory requirements and company policies.

Requirements:

• Minimum 3 years paraplanning experience.
• On route to completing Level 4 Diploma in Financial Planning – DipPFS or equivalent.
• Working towards Chartered would be a bonus.

Skills and Qualifications:

• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to work accurately under pressure and meet deadlines.
• Proficiency in Microsoft Office, including Excel, Word, and Outlook.
• Knowledge of financial planning software and systems.