Paraplanner - London (Central)

Type of Position: Paraplanner - London (Central)

Pay: £45k - £50k

Paraplanner - London (Central)

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

Key Responsibilities:

• Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
• Review client objectives to ensure they are clear, concise, and achievable based on the client's financial circumstances.
• Research and analyze investment funds and financial products, considering client objectives.
• Review asset allocation for investment and pension holdings.
• Complete financial cashflow forecasts, demonstrating the client's current and future financial positions.
• Prepare Financial Plans that outline the client's current position, future goals, and steps to achieve them.
• Liaise with Product Providers / Third Parties for technical queries.
• Accurately complete new business sheets for handover to the PA.
• Support and assist team members to ensure tasks are completed on schedule and deadlines are met.
• Fully Diploma qualified.
• Have a good understanding of the Financial Planning process.
• Possess strong interpersonal skills, both written and verbal.
• Provide excellent customer service to advisers and clients.
• Demonstrate excellent planning and organizational skills.
• Work effectively to deadlines.
• Maintain accuracy and attention to detail.
• AFPC qualification or working towards it.
• Understand cashflow modelling.
• Possess broad knowledge of the Financial Services Industry and high technical expertise.
• Have in-depth knowledge and experience with cashflow modelling.
• Manage and complete projects effectively.

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