Social network you want to login/join with:
Paraplanner - London, Hertfordshire, and Surrey
The Role:
To support the Partner and Financial Planners in informing and advising clients on financial strategies, plans, and products.
Key Requirements and Skills:
- Thorough knowledge of product research and analytical tools
- Good team working and liaison skills to effectively handle tasks and support team members
- Understanding of FCA regulations and guidelines related to financial services clients
- Willingness to continually develop knowledge of products and related issues through internal and external learning
- Effective written and verbal communication skills to meet business needs
- Ability to prioritize and organize workload
- Capacity to work under pressure and meet deadlines
- IT skills relevant to used computer packages, including detailed understanding and use of Enable (CRM tool)
- Accuracy and attention to detail in work
- CII Diploma, with willingness to study and pass 2 exams annually until achieving CII Chartered Financial Planner status
Key Responsibilities:
- Preparing for client meetings, including financial analysis and data compilation, with support from Technical Assistants
- Analyzing client data and preparing cash flow analyses
- Researching products to support recommendations
- Compiling financial planning recommendations and suitability reports
- Supporting the Client Partner and Financial Planner
- Ensuring compliance with regulatory standards
- Liaising with product providers and third parties
- Managing client reviews and documentation
- Preparing paperwork for client meetings
- Assisting with technical reviews of services and products
- Producing reports for complex cases
- Checking pension contributions, including carry forward
- Corresponding professionally with clients, providers, and third parties
- Representing the business at meetings as required
- Staying updated on market conditions and competitors
- Attending Investment Committee meetings and taking minutes
- Drafting financial plans and suitability letters for review and approval
- Acting as a point of contact for clients
- Promoting the business within professional and wider communities
This is an excellent opportunity to join a highly professional firm dealing with HNW clients. They emphasize staff development and support your growth toward Chartered status.