Job Description
Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets.
Day-to-day of the role:
Client Interaction and Analysis:
- Understand clients' financial situations and objectives.
- Analyse clients' circumstances, objectives, and risk profiles.
- Identify missing client information pertinent to formulating recommendations.
- Maintain accurate and up-to-date client records.
Research and Technical Support:
- Provide research on advice areas, products, and investment solutions using company-approved systems.
- Prepare information and comparisons for analysis by advisers.
- Assist in cashflow modelling analysis.
Report Preparation:
- Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.
- Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients.
Required Skills & Qualifications:
Essential:
- 5 GCSEs passes or equivalent including English and Maths.
- Attainment of the Level 4 Diploma in Financial Planning.
- Strong communication skills, able to adapt language and style to suit the audience.
- Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.
- Proficient in customer service, understanding and prioritising work to deliver excellent service.
- Teamwork and collaboration skills, understanding the importance of working together to improve outcomes.
- Technological proficiency relevant to the role.
- Location: London, UK
- Job Type: Full-time
Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients-both corporate and personal-by ensuring they make informed financial decisions aligned with their specific needs.
Day-to-day of the role:
Client Interaction and Analysis:
- Understand clients' financial situations and objectives.
- Analyse clients' circumstances, objectives, and risk profiles.
- Identify missing client information pertinent to formulating recommendations.
- Maintain accurate and up-to-date client records.
Research and Technical Support:
- Provide research on advice areas, products, and investment solutions using company-approved systems.
- Prepare information and comparisons for analysis by advisers.
- Assist in cashflow modelling analysis.
Report Preparation:
- Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.
- Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients.
Administrative Support:
- Maintain client and plan records on the back-office system.
- Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures.
- Manage and complete tasks on the back-office system as per company procedures.
Required Skills & Qualifications:
Essential:
- 5 GCSEs passes or equivalent including English and Maths.
- Attainment of the Level 4 Diploma in Financial Planning.
- Strong communication skills, able to adapt language and style to suit the audience.
- Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.
