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Financial Planning Assistant
2 months ago
Progeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled and experienced Paraplanner to join our team and support our Financial Planners in delivering exceptional client outcomes.
Key Responsibilities- Support the Financial Planners in conducting research and analysis to meet client needs and objectives.
- Prepare high-quality financial planning reports and suitability reports/letters for Financial Planners, including annual reviews, new business, or ad hoc advice reports.
- Manage the presentation of technical data to the Financial Planners, ensuring that it is clear, concise, and easily understandable.
- Compile cash flow models when required as part of the advice process.
- CII Diploma in Financial Planning/Regulated Financial Planning as a minimum, with a strong interest in working towards Chartered Status.
- Proven experience in a paraplanning role gained within an advisory practice, with a good understanding of key areas of financial planning and advice.
- Excellent technical skills, including the ability to interpret complex planning into clear and concise reports.
- Strong communication and interpersonal skills, with the ability to work effectively with Financial Planners and other stakeholders.
- Competitive salary and benefits package.
- Opportunities for professional development and career advancement.
- A dynamic and supportive work environment.
- Access to a range of employee benefits, including private medical insurance, 24/7 digital GP, and health advice.
We are a forward-thinking and tech-driven firm that is committed to using technology to improve client outcomes and enhance the relationship between client and adviser. If you are a motivated and experienced Paraplanner who is looking for a new challenge, we would welcome your application.
