Paraplanner in Worthing

Paraplanner

Our client is looking for a talented Paraplanner to join their team based in Worthing. This role will allow hybrid working, with a competitive salary on offer.

Key Responsibilities

• 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 against 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 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.

Desirable

• AFPC 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.