PARAPLANNER - FARNBOROUGH

The JobsBoard; Farnborough; Sur place; GBP 39 000 - 52 000; Plein temps

Résumé du poste

The JobsBoard in Farnborough is seeking a talented Paraplanner to join their team and support the Financial Planner with technical research and client-focused planning.

You will prepare cashflow forecasts, analyze investments, and draft Financial Plans that map from current position to goals, while ensuring accuracy and deadlines are met.

Qualifications

• Diploma qualified and eligible to provide financial advice.
• Strong understanding of the Financial Planning process.
• Excellent written and verbal communication.
• Ability to balance client objectives with financial circumstances.
• Well-organised with attention to detail and deadlines.
• Desirable AFPC or working towards.

Responsabilités

• Assist the Financial Planner in formulating advice and providing technical support.
• Review client objectives for clarity and achievability.
• Provide research and analysis of investment funds and financial products.
• Review asset allocation for investment/pension holdings.
• Complete financial cashflow forecasts showing current and future position.
• Prepare Financial Plans outlining current position, goals, and path to success.
• Liaise with Product Providers / Third Parties regarding technical queries.
• Complete new business sheets to be handed over to the PA.
• Support other team members to meet deadlines and tasks.

Connaissances

Interpersonal skills

Communication

Planning & organisational skills

Attention to detail

Deadline oriented

Customer service

Formation

Diploma qualified

Description du poste

PARAPLANNER - FARNBOROUGH

Our client is looking for a talented Paraplanner to join their team.

Key Responsibilities

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.

• Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.

• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.

• Review asset allocation for any investment/pension holdings

• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.

• Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.

• Liaise with Product Providers / Third Parties regarding any technical queries

• Accurately complete new business sheets to be handed over to the PA.

• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.

Essential Qualities:

• Fully Diploma qualified

• Good understanding of the Financial Planning process.

• Strong interpersonal skills, both written and verbal communication.

• Customer service skills - providing an excellent service to the adviser and client.

• Excellent planning and organisational skills.

• Ability to work effectively to deadlines.

• Accuracy and attention to detail to balance demands of role.

Desirable:

• AFPC or working towards.

• An understanding of cashflow modelling.

• Broad knowledge of the Financial Services Industry and high level of technical knowledge.

• In depth knowledge and experience with cashflow modelling.

• Ability to manage and complete projects.

If you are interested in this position