Job Description
TFP is dedicated to revolutionising financial planning with innovation, inspiration, and adventure. Established in 1995, our mission is to empower individuals by crafting bold, personalised financial strategies that translate dreams into realities, fostering true wealth and freedom.
Role Overview:
The Paraplanner at TFP is pivotal in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking essential research. This role contributes significantly to the crafting of precise, compliant financial strategies that align with client goals and TFP's high standards of client service.
Key Responsibilities:
* Prepare and maintain client files and financial plans.
* Conduct technical research and calculations related to financial products and services.
* Ensure the accuracy and compliance of financial recommendations.
* Support Financial Planners with technical queries and the development of advice strategies.
* Contribute to the continuous improvement of internal processes and client servicing standards.
Skills and Qualifications:
1. Required: Strong analytical skills, excellent organisational capabilities, ability to work collaboratively, and high attention to detail.