My well-established Financial Services client is looking for a detail-oriented and proactive Paraplanner to join their team.
The successful candidate will play a crucial role in supporting the Investment Director & Financial Advisers by preparing comprehensive financial plans, conducting research, and ensuring compliance with regulatory requirements.
Duties:
1. Assist in the preparation of financial plans and reports for clients.
2. Conduct thorough research on financial products and market trends using FE Analytics and Intelliflo.
3. Undertake client reviews, set up model portfolios, and undertake switches and rebalances.
4. Obtain client valuations both on the platforms and with other providers.
5. Prepare and send client Income Drawdown Review Reports (including cashflow projections using CashCalc software).
6. Maintain wrap platforms including submitting applications & chasing to completion.
7. Analyse client data to provide tailored recommendations.
8. Maintain accurate records and documentation to support all compliance.
9. Communicate effectively with clients to gather necessary information.
Key Skills:
1. Must have proven capability of being a Paraplanner within Financial Services previously.
2. Essential you hold the Financial Planning Diploma.
3. You must have experience with Wrap platforms - knowledge of Standard Life and Aviva is essential, and some knowledge of AXA is also advantageous.
4. Knowledge of FE Analytics and Intelliflo.
5. Experience with using Intelligent Office back-office system is advantageous.
6. Able to build strong working relationships with clients and colleagues.
7. Excellent communication skills, both written and verbal.
8. Ability to analyse data effectively and provide insightful recommendations.
If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity as a Paraplanner. #J-18808-Ljbffr