PARAPLANNER - FARNBOROUGH

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