Junior Paraplanner - Dorking

TN United Kingdom; Dorking; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is looking for a motivated Junior Paraplanner to join their dynamic team in Dorking. In this role, you will assist Financial Planners by providing technical support, conducting research, and preparing comprehensive financial plans. You will have the opportunity to develop your skills in cashflow modelling and gain valuable experience in the Financial Services sector. This position offers a supportive environment where you can work towards your Level 4 diploma qualification while delivering excellent service to clients and advisers. If you are detail-oriented and passionate about financial planning, this role is perfect for you.

Qualifications

• At least 1 year of report writing experience.
• Broad knowledge of the Financial Services Industry.

Responsibilities

• Assist Financial Planner in formulating advice to clients.
• Conduct research and analysis of investment funds and financial products.

Skills

Report Writing

Interpersonal Skills

Customer Service

Planning and Organizational Skills

Attention to Detail

Cashflow Modelling

Financial Planning Process Understanding

Education

Level 4 Diploma in Financial Planning

Tools

IO Analytics

FE Analytics

Job description

Job Title: Junior Paraplanner

Our client is seeking a Junior Paraplanner to join their team based in Dorking, Surrey.

Key Responsibilities:

1. Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
2. Review client objectives to ensure they are clear, concise, and achievable based on the client’s financial circumstances.
3. Conduct research and analysis of investment funds and financial products, considering client objectives.
4. Review asset allocations for investment and pension holdings.
5. Complete financial cashflow forecasts, demonstrating the client’s current and future financial positions.
6. Prepare Financial Plans outlining the client’s current situation, goals, and strategies to achieve them.
7. Liaise with Product Providers and Third Parties regarding technical queries.
8. Accurately complete new business sheets for handover to the PA.
9. Support and assist team members to ensure tasks are completed on schedule and deadlines are met.
10. Work towards Level 4 diploma qualification.
11. Possess at least 1 year of report writing experience.
12. Have a good understanding of the Financial Planning process.
13. Experience using IO and FE Analytics tools.
14. Demonstrate strong interpersonal skills, both written and verbal.
15. Provide excellent customer service to advisers and clients.
16. Exhibit excellent planning and organizational skills.
17. Work effectively to meet deadlines.
18. Maintain accuracy and attention to detail.
19. Have an understanding of cashflow modelling.
20. Possess broad knowledge of the Financial Services Industry and technical expertise.
21. Have in-depth knowledge and experience with cashflow modelling.
22. Be capable of managing and completing projects.