Senior Financial Planner
4 weeks ago
Company Overview:
Independent Resourcing Consultancy Ltd is a leading provider of financial planning and wealth management services. With a strong reputation for delivering exceptional results, they are committed to helping clients achieve their financial goals.
Role Overview:
The Senior Paraplanner will play a critical role in supporting the financial advisors by preparing detailed financial reports, conducting in-depth research, and developing comprehensive financial plans. This individual will be instrumental in ensuring that clients receive personalized and strategic advice tailored to their unique financial goals.
Key Responsibilities:
- Financial Planning Support: Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with regulatory standards.
- Research and Analysis: Conduct thorough research and analysis on financial products, market trends, and investment opportunities to support the development of client strategies.
- Client Documentation: Prepare and maintain all necessary documentation for client meetings, including financial summaries, investment proposals, and risk assessments.
- Compliance and Regulations: Ensure all financial plans and documentation adhere to industry regulations and company policies, maintaining the highest standards of compliance.
- Technical Expertise: Utilise financial planning software and tools to enhance the efficiency and effectiveness of the financial planning process.
- Collaboration: Work closely with financial advisors, client service teams, and other departments to ensure seamless communication and delivery of client services.
- Continuous Improvement: Stay updated on industry developments, financial products, and regulatory changes to continually enhance the quality of financial planning services provided.
Qualifications:
- Experience: 5+ years of experience in paraplanning, financial planning, or a related field, preferably within the wealth management or financial services industry.
- Education: A relevant degree in finance, economics, or a related field, with additional certifications such as CFP, CII, or equivalent being highly desirable.
- Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop strategic recommendations.
- Attention to Detail: Meticulous attention to detail, ensuring accuracy and precision in all financial documentation and analysis.
- Communication Skills: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
- Technology Proficiency: Proficient in financial planning software, Microsoft Office Suite, and other relevant tools and platforms.
- Team Player: Ability to work collaboratively with cross-functional teams and contribute to a positive and dynamic work environment.
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