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Financial Planning Assistant

2 months ago

Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time
Paraplanner Job Description

We are seeking a highly skilled Paraplanner to join our team at a reputable Financial Planning practice based in Ascot. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.

Key Responsibilities:
  • Collate client information, including soft and hard facts, to inform recommendations.
  • Review client information with Advisers to formulate tailored solutions.
  • Prepare client reports for approval by Advisers, ensuring accuracy and attention to detail.
  • Conduct thorough research on products, providers, and funds to inform recommendations.
  • Oversee the Model Portfolio Programme, ensuring seamless execution.
  • Supervise Administrators to prepare and submit application forms, maintaining efficiency and productivity.
  • Prepare Suitability Reports, Pension Analysis Reports, and discussion reports for review with Advisers.
  • Develop and implement procedures and report templates to enhance the client experience.
  • Ensure Advisers are well-prepared for meetings, organizing the team to meet deadlines and generate reports.
Requirements:
  • Strong product knowledge, including pensions, investments, and ISA's.
  • Excellent analytical skills, with the ability to interpret complex data.
  • Proficiency in MS Office and internet, with experience in Intelliflo/Intelligent Office and FE Analytics a plus.
  • Fully qualified or working towards CII Diploma in Financial Planning, with a CII Paraplanning qualification desirable.
  • Proven experience in a Paraplanner role, ideally within an IFA practice, with a strong track record of developing team and client relationships.
Personal Attributes:
  • Commercial awareness, with the ability to think strategically.
  • Excellent communication skills, with the ability to build strong relationships with clients and colleagues.
  • Motivated and able to work independently, with a strong attention to quality and accuracy.