Financial Planning Professional
2 weeks ago
As a key member of our team at Premier Jobs UK Limited, you will play a vital role in supporting our Financial Advisors in providing exceptional client service and ensuring compliance with industry regulations.
Key responsibilities will include:
- Preparing and maintaining accurate and up-to-date client files and reviews
- Developing and implementing effective cash flow models
- Conducting research to identify suitable financial planning solutions for clients
- Preparing comprehensive recommendations and suitability reports
- Identifying opportunities for further financial planning and growth
- Building and maintaining strong, professional relationships with clients
In this role, you will have the opportunity to work in a dynamic, inclusive team culture that prioritizes client retention and satisfaction. We are seeking an experienced Paraplanner who is passionate about their profession and committed to delivering exceptional results.
Requirements:
- At least 3 years of experience as a Paraplanner
- Excellent suitability report writing skills
- Experience with cash flow modelling an asset
- Diploma in Financial Planning or equivalent qualification
- A strong passion for financial planning and a commitment to delivering exceptional client service
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