Are you looking for a new opportunity to further develop your career within Paraplanning? Our client is a well-respected and established Financial Planner who provide financial advice to both private and corporate clients.
Prime Responsibilities
Research, analyse and compile Financial Planning Reports
Handling existing client queries wherever possible
Providing research for Asset Allocation on a client’s existing portfolio
Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved
Servicing existing clients by providing valuations and portfolio updates as and when required
Quantifying and analysing clients existing investments
Conduct research on clients’ financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives
Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.
Compile investment/pension/protection illustrations, projections and associated documentation;
Prepare technical and accurate suitability reports in line with the compant standards
Prepare client service agreement letters
Assist in the management of the Advisers’ client commitments, diary planning and management of fee income, as required.
Handle client queries, as required.
Ensure client files comply with the company business quality standards;
Assist in checking client valuations;
Provide support with ad hoc projects and tasks where necessary
About You
Desire to develop professionally and achieve high levels of technical knowledge and sales skills
To excel and progress within a busy, performance related environment
To act in a professional manner always
Have a basic knowledge of regulatory requirements
At least 2 years’ experience as a paraplanner
Experience of working within a high-pressure environment
Experience of cash flow modelling and forecasting
An eagerness to continuously learn and develop skills and knowledge
Skills & Knowledge
Excellent interpersonal skills and telephone manner
Excellent personal organisational and administrative planning skills
Highly numerate with excellent attention to detail
Proven ability to work on own initiative
The ability to work well within a team environment and build effective working relationships both internally and externally
Good knowledge of Microsoft Office with accurate keyboard skills
Key Benefits
Competitive Salary
Pension
Flexible Benefits Package
25 days plus Bank Holidays
Voucher schemes
Full support with your own professional development
Paraplanner (TB-1649)
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