Join this awesome firm of Financial Planners as they look to bring on an experienced Paraplanner to the business.
This holistic Financial Planning firm believe in doing things differently. They offer a comprehensive planning and advisory service to their clients and they are now looking to strengthen their support team with the addition of an experienced paraplanner to join this busy friendly office.
In this role you will be responsible for providing excellent service to the Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.
The Role:
To assist the Financial Planner in formulating the 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. Conduct fund research
Review asset allocation for any investment/pension holdings
Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there
Preparation of fund switch and encashment letters according to advice provided
Liaise with Product Providers / Third Parties regarding any technical queries
About You
Three to four years or more experience of working in a similar role
Practical application of technical financial knowledge
Previous data research and report writing experience within a Financial Planning firm
Excellent working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
Highly professional mindset with a proven approach to customer service and proud to deliver the best solutions for the clients
Flexible and proactive approach to getting the job done
A strong team player who enjoys learning and developing
Be someone who enjoys work and keen play a key role in the business’ continued success!
Skills & Qualifications:
Fully Diploma qualified
Good understanding of the Financial Planning process
Strong interpersonal skills, both written and verbal communication
Customer service skills – providing an 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 demands of role
Paraplanner, Plymouth (JR-1848)
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