Paraplanner
Description✓Paraplanner
✓An established Chartered Financial Planning and Independent Financial Advisers are looking for an experienced Paraplanner
✓The role is to support the the advisor with the design, construction and delivery of exceptional advice and recommendations to meet our client’s goals.
✓The planner will need to ensure the recommended advice is implemented by the Service Manager Team and demonstrate a clear and consistent culture of communication is present to manage a client’s expectations
✓The Planner must ensure that all Client reporting meets the Regulatory and Compliant standards.
✓You will be responsible for managing all Client Reporting, Analysis & Research and Post Review / Advice actions for clients across a range of different needs and objectives.
✓You will be focused, analytical and deeply meticulous.
✓You should also be the type of person who enjoys research and can cope with a job that revolves around process-driven, regulated work.
✓Skills
✓* Confidentiality
✓* Excellent computer and software skills
✓* Exceptional communication and written skills
✓* Focus and eye for detail.
✓* Able to work on own initiative under pressure and reaching deadlines.
✓* Providing a top-class standard of support
✓Duties
✓* Completing many administrative tasks and other duties that financial planners perform, such as writing reports, making recommendations, and analysing data.
✓* Focusing on data entry, accounting paperwork, reviewing financial documents and other service-oriented tasks.
✓* Creating actual financial plans, onboarding clients, and even presenting financial plans to clients.
✓* Identifying and documenting a range of strategies in a compliant, personalised, and tailored format.
✓* Preparing comprehensive financial projections, calculations, and research.
✓* Providing ongoing technical support to financial planners and peers Show more →
✓An established Chartered Financial Planning and Independent Financial Advisers are looking for an experienced Paraplanner
✓The role is to support the the advisor with the design, construction and delivery of exceptional advice and recommendations to meet our client’s goals.
✓The planner will need to ensure the recommended advice is implemented by the Service Manager Team and demonstrate a clear and consistent culture of communication is present to manage a client’s expectations
✓The Planner must ensure that all Client reporting meets the Regulatory and Compliant standards.
✓You will be responsible for managing all Client Reporting, Analysis & Research and Post Review / Advice actions for clients across a range of different needs and objectives.
✓You will be focused, analytical and deeply meticulous.
✓You should also be the type of person who enjoys research and can cope with a job that revolves around process-driven, regulated work.
✓Skills
✓* Confidentiality
✓* Excellent computer and software skills
✓* Exceptional communication and written skills
✓* Focus and eye for detail.
✓* Able to work on own initiative under pressure and reaching deadlines.
✓* Providing a top-class standard of support
✓Duties
✓* Completing many administrative tasks and other duties that financial planners perform, such as writing reports, making recommendations, and analysing data.
✓* Focusing on data entry, accounting paperwork, reviewing financial documents and other service-oriented tasks.
✓* Creating actual financial plans, onboarding clients, and even presenting financial plans to clients.
✓* Identifying and documenting a range of strategies in a compliant, personalised, and tailored format.
✓* Preparing comprehensive financial projections, calculations, and research.
✓* Providing ongoing technical support to financial planners and peers Show more →