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Paraplanning Financial Expert

1 week ago


Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time
Job Role and Responsibilities

Key Responsibilities:

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