Financial Planning Professional
1 month ago
We are recruiting for a Financial Planning practice in Welwyn, seeking an experienced Paraplanner to join their team.
Practice Overview:
The company provides comprehensive financial planning and discretionary management services to its clients. They offer investment advice, pension, protection, and holistic financial planning for corporate and individual clients, as well as discretionary investment management services.
Key Responsibilities:
- Provide technical support to the team
- Maintain compliance procedures and client files to a high standard
- Prepare and write reports for clients on financial planning matters
- Undertake research for specific projects, on providers and investments
- Obtain quotations, valuations, and relevant literature for client reports
- Prepare packs for client meetings, including investment valuations and tax packs
- Maintain the annual client review process, reviewing portfolios and writing review letters and updating systems
- Liaise with the administration team to arrange client review meetings
- Liaise directly with clients, obtaining detailed knowledge of their financial affairs
- Prepare new business checklists, updating client progress and compliance and monitoring sheets
- Undertake ad-hoc projects as required
- Attend client meetings, contributing to discussions and decisions
- Attend and contribute to regular team meetings
- Cash flow planning and learning new applications, including Microsoft Office, Financial Express Analytics, and others
Requirements:
The successful candidate should have a good understanding of financial products and be willing to learn and understand more complex financial products. Technical knowledge is a pre-requisite, and the candidate should have attained the Diploma in Financial Planning. Support in attaining qualifications is provided.
Key Skills and Attributes:
- Good planning and organisational skills
- Supervisory and coaching skills
- Influencing and leadership skills
- Excellent communication skills
- Attention to detail
- Honesty and integrity
- Focused and responsive to client needs
- Ability to work independently and as part of a team
- Good time management skills
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