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Financial Planning Assistant

2 months ago

Devon, United Kingdom Search Full time
Job Title: Paraplanner

Join Search, a leading recruitment agency, in our mission to find the best talent for our clients.

Job Summary

We are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.

Key Responsibilities
  • Assist in the preparation of financial plans and reports to meet and exceed activity targets.
  • Develop and maintain technical and market awareness knowledge to provide effective advice to clients.
  • Ensure compliance with internal and regulatory standards, including CPD requirements.
  • Negotiate and agree contract terms with clients on behalf of our Financial Planners.
  • Compile and complete new applications and schemes in accordance with internal and regulatory standards.
  • Record and maintain information on Intelligent Office to track work and manage internal records.
  • Filing and storing records and files in accordance with internal standards.
  • Develop and maintain report writing and communication skills to effectively communicate with clients.
  • Undertake project-based work as required.
Requirements
  • Experience in Financial Services, preferably in a financial planning, research, or technical capacity.
  • Diploma qualified.
  • Excellent listening and communication skills (written and verbal).
  • Technical competence.
  • Professional appearance.
  • Adaptable to changing demands and priorities.
  • IT skills, including Microsoft Office and database management.
  • Commitment to own development.
  • Able to prioritize workload and meet deadlines.
About Us

Search is an equal opportunities recruiter, committed to finding the best talent for our clients. We welcome applications from all suitably skilled or qualified applicants, regardless of their background or characteristics.