This company is a well-respected and established Financial Planning organisation who provide a wide range of financial advisory services to both private and corporate clients.
As part of this experienced team, you will build strong relationships with the Financial Planners, as well as the rest of the Paraplanning and administration teams.
This is a hybrid role, giving you flexibility to work from both home and the office. Full training is given and career progression is supported through industry qualifications.
Responsibilities
Research, analyse and compile Financial Planning Reports
Handling existing client queries wherever possible
Providing research on a client’s existing portfolio
Prospecting new clients, qualifying leads and enquiries
Servicing existing clients by providing valuations and portfolio updates
Quantifying and analysing clients existing investments
Conduct research on clients’ financial planning arrangements to demonstrate suitability and sustainability to meet the clients’ stated needs and objectives
Undertake investment portfolio analysis, including asset allocation analysis
Compile investment/pension/protection illustrations, projections, and associated documentation
Prepare technical and accurate suitability reports in line with company standards
Prepare client service agreement letters
Assist in the management of the Advisers’ client commitments, diary planning and management of fee income
Ensure client files comply with the company business quality standards
Provide support with ad hoc projects and tasks where necessary
About You
Desire to develop professionally and have high levels of technical knowledge
To excel and progress within a busy, performance related environment
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
Good knowledge of Microsoft Office with accurate keyboard skills
Paraplanner, Bath (JR-1909)
This company is a well-respected and established Financial Planning organisation who provide a wide range of financial advisory services to both private and corporate clients.
As part of this experienced team, you will build strong relationships with the Financial Planners, as well as the rest of the Paraplanning and administration teams.
This is a hybrid role, giving you flexibility to work from both home and the office. Full training is given and career progression is supported through industry qualifications.
Responsibilities
About You
Skills & Knowledge
Salary and additional Benefits
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