Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products.
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 to 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 client's 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:
* Fully Diploma qualified
* Good understanding of the Financial Planning process.
* Strong interpersonal skills, both written and verbal communication.
* Customer service skills – providing excellent service to the adviser and client.
* Excellent planning and organisational skills.
* Ability to work effectively to deadlines.
* Accuracy and attention to detail to balance the demands of the role.
Desirable:
* Level 4 qualified or working towards.
* An understanding of cashflow modelling.
* Broad knowledge of the Financial Services Industry and high level of technical knowledge.
* In-depth knowledge and experience with cashflow modelling.
* Ability to manage and complete projects.