My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals.
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
Responsibilities
1. Providing research/report writing and any other sales backup support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients.
2. Developing and maintaining a good working relationship with financial institutions.
3. Maintaining and developing knowledge in all areas of financial planning.
4. Attending client meetings.
5. Achieving personal targets set by the department.
6. Maintaining a good working relationship with existing clients.
7. Research – products, investment solutions, and financial planning strategies.
8. Report writing - production of compliant reports/suitability letters.
9. Develop client bank for both existing and new clients (if applicable).
10. Ensure all business is conducted in an ethical and compliant manner.
Skills Required
1. Research & reporting skills.
2. Co-ordination skills.
3. Financial planning technical skills.
4. Organisation and prioritisation skills.
5. Communication skills.
6. Time Management skills.
7. Interpersonal skills.
Qualifications and Experience
1. Financial Planning Certificate.
2. Diploma required (or working towards).
3. Minimum of 3 years experience in a similar environment.
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