Hybrid Paraplanner — Cashflow Modeling & Financial Plans

The JobsBoard; Farnham; Hybrid; GBP 35.000 - 48.000; Vollzeit

Benefits dieser Stelle

Hybrid work arrangement

Zusammenfassung

The JobsBoard is seeking a Paraplanner in Farnham to join a dynamic financial planning team. You will provide high-level paraplanning, including cash flow modelling and quality suitability reports, while supporting the Financial Planner with technical guidance.

Candidates should have at least 3 years' paraplanning experience, a Level 4 Diploma, and strong IT skills including Curo, FE Analytics, and Voyant. The role offers hybrid working with two days in the office and remaining days from home.

Qualifikationen

• Strong technical knowledge of financial products.
• Excellent communication skills, both verbal and written.
• Organised with ability to manage a busy workload.

Aufgaben

• Assist the Financial Planner in formulating advice and provide technical support.
• Review client objectives for clarity and achievability against financial circumstances.
• Research and analyse investment funds and financial products with client objectives in mind.
• Review asset allocation for investment/pension holdings.
• Complete financial cashflow forecasts showing current and future financial position.
• Prepare Financial Plans detailing current position, goals, and steps to get there.
• Liaise with product providers or third parties on technical queries.
• Complete new business sheets for handover to the PA.
• Provide support to team members to meet deadlines.

Kenntnisse

Financial products knowledge

Attention to detail

Team player

Organised

Communication skills

Ausbildung

Level 4 Diploma

Tools

Curo

FE Analytics

Voyant

Jobbeschreibung

The JobsBoard is seeking a Paraplanner in Farnham to join a dynamic financial planning team. You will provide high-level paraplanning, including cash flow modelling and quality suitability reports, while supporting the Financial Planner with technical guidance.

Candidates should have at least 3 years' paraplanning experience, a Level 4 Diploma, and strong IT skills including Curo, FE Analytics, and Voyant. The role offers hybrid working with two days in the office and remaining days from home.