Paraplanner

The ideal candidate will support our financial adviser principal and newly appointed advisers in delivering high-quality advice and services to our clients.

Duties

• Assist in preparing financial plans and reports for clients

• Liaise with clients and their ceding schemes to gather necessary information to fulfil their goals and solutions.

• Work with other administrative members.

• Analyse client data and financial statements

• Utilise IT tools, including Voyant, FE analytics, Salesforce, Excel, to assist in financial solution building.

We are seeking a skilled and CII diploma qualified Paraplanner to join our successful and growing practice.

Those who have experience on the job of at least 1 year and who are close to being diploma qualified may also apply. This means you must already have 2-3 RO exams under your belt. Please do NOT apply if you do not fit this description.

SJP experience is preferable. CII qualifications also preferable to CISI., Strong analytical skills to evaluate financial information

• Excellent time management abilities to meet deadlines

• Outstanding communication skills to interact with clients and colleagues effectively.

-Good at creating strong good bonds with their colleagues.

-Efficient worker always looking to improve our processes in a collegiate manner with our team.

-Energy, drive, enthusiasm and positive outlook are import in our successful but nurturing and supportive environment.

• Knowledge of financial planning principles and customer service best practices