Our client is looking for a talented Paraplanner/ Practice Manager to join their team who can demonstrate a background in providing high-level technical paraplanning, including the production of cash flow models and high-quality suitability reports. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.
This role will be based at our client's Rainham (Kent) office, working a hybrid of 3 days office based.
Key Responsibilities:
* To assist the Financial Planner in formulating advice to the client, providing technical support and guidance where appropriate.
* Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
* Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
* Review asset allocation for any investment/pension holdings
* Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
* Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
* Liaise with Product Providers / Third Parties regarding any technical queries
* Accurately complete new business sheets to be handed over to the PA.
* Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
Essential Qualities:
* Demonstrate a strong technical knowledge and understanding of all financial products
* Be level 4 diploma qualified as a minimum and ideally working towards Chartered status
* Have a minimum of 3 years experience within a paraplanning role
* Have a good attention to detail
* Be a good team player
* Excellent communication skills, both verbally and in writing
* Be comfortable with working in a fast-paced environment
* Be organised and able to manage a busy workload