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Paraplanning Financial Expert
1 week ago
Key Responsibilities:
- Fully analyse clients' requirements and develop cash flow models to accurately record client data.
- Research and analyse financial products to meet client objectives.
- Construct financial planning solutions supported by computer models and reports.
- Prepare suitability letters and reports, taking responsibility for client files and back-office IT records.
- Prepare client reviews, updating cash flow models, investment performance reviews, and supporting reports.
- Chartered Financial Planner status is preferred.
- Experience of the Pension Transfer market is essential.
- Broad experience of Microsoft Office, including Outlook, Word, PowerPoint, and Excel.
- Enthusiasm to help clients and provide excellent customer service.