Senior Paraplanner: Financial Planning Research & Reports

Elmfield Financial Planning Ltd

Indiana

On-site

USD 50,000 - 75,000

Full time

2 days ago

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Job summary

Elmfield Financial Planning Ltd are seeking to build upon their current team of IFA’s and support staff to ensure our high standards of client care are maintained as the company expands within the financial sector. The role is an integral part within our business and will involve promoting the company’s services in a professional and FCA compliant manner. Hours: 37.5 hrs.

Salary: Dependant on experience. You will provide technical research, analysis and support to Financial Advisers, prepare

Qualifications

Minimum 2-3 years’ paraplanner experience within an IFA firm.
Level 4 Diploma in Financial Planning or working towards it.
Excellent interpersonal, verbal, and written communication skills.
Good eye for detail and ability to gather information from multiple sources for high-quality written work.
Ability to assess information, make comparisons and identify critical features.
Involvement in delivering training/mentorship within the team.

Responsibilities

Provide technical research, analysis and support to Financial Advisers.
Discuss clients’ objectives with advisers and compile required information for financial reports.
Perform investment portfolio and risk analysis and cashflow planning.
Collect and collate client information to meet Know Your Client and FCA compliance.
Prepare draft suitability reports for discussion with IFAs.
Build and maintain strong client relationships and assist meetings/reviews.
Support back-office systems and handle daily client queries.