Financial Planning Assistant
1 month ago
We are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven financial services firm. As a Paraplanner, you will play a vital role in supporting our Financial Planners in creating and compiling quality financial planning reports, conducting research on financial strategies, plans, and products, and utilizing your industry knowledge and excellent written communication skills to support the values, goals, and aspirations of our clients.
Key Responsibilities- Support the Financial Planners in research and analysis to meet client needs and objectives.
- Prepare client financial plans and suitability reports/letters for Financial Planners – including annual reviews, new business, or ad hoc advice reports.
- Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
- Manage the presentation of technical data to the Financial Planners.
- Compile cash flow models when required as part of the advice process.
- CII Diploma in Financial Planning/Regulated Financial Planning as a minimum with an interest in working toward Chartered Status.
- Proven experience in a paraplanning role gained within an advisory practice.
- Overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning.
- A good understanding of technical calculations and confident to work on these independently e.g. bond chargeable gains, pension carry forward etc.
- Understand and apply FCA suitability requirements.
- Ability to interpret complex planning into clear, concise and personalised reports.
- 30 days holiday plus public holidays
- Wellbeing day
- Birthday holiday
- Volunteering day
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Family leave
- Hybrid working
- Referral scheme
We are committed to creating, enhancing, and preserving wealth for our clients. Our team is passionate about using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. We believe that we all have the power to make good things happen and are dedicated to making real change through our work and community involvement.
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