Paraplanner (SJP) - Colchester

Paraplanner (SJP) - Colchester

Colchester Full-Time No home office possible
A

Type of Position: Paraplanner (SJP) – Colchester
Pay: £35k – £40k

Paraplanner (SJP) – Colchester

Our client is looking for a talented Paraplanner to join their team. As a paraplanner, you will support the firm\’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans, and products. This will be an office-based role supporting SJP Practices around the country.

Key Responsibilities:

  • Support the Financial Planners in research and analysis to meet client needs and objectives.
  • Prepare client financial plans and suitability reports/letters for Financial Planners, including annual review, new business, or ad hoc advice reports.
  • Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
  • Manage the presentation of technical data to the Financial Planners.
  • Compile cashflow models when required as part of the advice process.
  • Attend client meetings with Financial Planners as required, presenting cashflow to clients.
  • Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
  • Maintain up-to-date product and technical knowledge.
  • Maintain all standards of performance as required by the firm.
  • Develop and maintain internal relationships within all parts of the business.
  • Promote the profile of the business within the profession and wider communities.
  • Complete Continuous Professional Development to meet regulatory requirements and personal development needs.

Minimum Requirements:

  • 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 the role.
  • 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.

#J-18808-Ljbffr

A

Contact Detail:

Artemis Recruitment Consultants Ltd Recruiting Team

Paraplanner (SJP) - Colchester
Artemis Recruitment Consultants Ltd
A
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>