Senior Financial Planning Assistant
11 hours ago
We are seeking a highly skilled Paraplanner to join our financial planning business in the Staffordshire area. As a key member of our team, you will provide technical support to advisors and directors, ensuring efficient business processing and enhancing our Practice's PQS.
Key Responsibilities
* Provide technical support to advisors and directors by informing and advising on financial planning factors and suitable plans and products.* Organise reports and illustrations in a timely and accurate manner to ensure efficient business processing and enhance Practice's PQS.* Offer high-quality support to the advisor team, responding to queries promptly.* Input CFR documentation onto Salesforce.* Analyse financial products to meet client requirements and objectives, demonstrating understanding of desired outcomes.* Produce accurate Inheritance Tax calculations and cash flow models.* Prepare and produce suitability letters, reports, and illustrations.* Liaise with the administration team to ensure business processing meets regulatory standards.* Oversee complex cases with the Private Client Manager and Operations Director where necessary.* Manage own learning and development, attending relevant training sessions.* Maintain awareness of communications and regulatory changes.* Able to travel to Pattingham for work Monday-Friday each week.* Possess excellent communication and relationship-building skills.
About Us
This is an opportunity to join a successful financial practice in a permanent position. With a strong focus on delivering exceptional results, we offer a dynamic and supportive work environment. If you have the required experience and qualifications, please apply today.
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