Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. 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.
Key Responsibilities:
* To assist the Financial Planner in formulating advice for 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:
* 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 strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
* 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
This will be an office-based position at our client's office in Hemel Hempstead, Hertfordshire.