Paraplanner

We are currently seeking a dynamic and talented individual to join our team. This is a fantastic opportunity for the right candidate.

Key Responsibilities:

• Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
• Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
• Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
• Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.
• Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.

Requirements:

• Experience: Minimum of 3 years of experience as a Paraplanner within the financial services sector.
• Qualifications: You should hold your Diploma in Financial Planning and ideally be working towards Chartered status .
• Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
• Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
• Team Player: Collaborative approach to working within a team environment. This will be demonstrated by a ready willingness to support team members with technical and administrative issues.
• Career Aspiration: Willingness to commit to the role of Paraplanner for up to 4 years with the opportunity for progression into advisory roles thereafter.

Key Responsibilities:

Technical Services:

• Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
• Sourcing of external provider solutions. Drafting advice:
• Input into the design of planning solutions and the subsequent drafting of the advice to clients.
• Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team. Interaction with clients:
• Stay updated with industry news and trends.
• Professionally address and acknowledge client queries promptly. Other Duties:
• Engage in mentoring or support sessions as necessary.
• Familiarity with a range of products and solutions, including domestic and offshore options.
• A good eye for detail and accuracy; excellent written and verbal communication standards
• Demonstrable ability to work collaboratively and independently.

Who Will This Role Suit?

An individual who approaches work with a positive, proactive attitude, demonstrating a willingness to excel.