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Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.They currently have an opportunity for a Paraplanner to join either of their offices due to expansion.
In this role you will be responsible for providing excellent service to the Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives. This role is ideal for someone who has experience as a Paraplanner within Financial Services and is looking to join an exciting growing Company.
Technical Support and Knowledge• 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.
Research and Recommendations• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.• Conduct fund research using the Fidelius panel or FE Analytics where appropriate.• 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.• Preparation of fund switch and encashment letters according to advice provided.• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.• Liaise with Product Providers / Third Parties regarding any technical queries
Essential skills:• Previous experience of working in similar role within financial services• Practical application of technical financial knowledge within career.• Previous data research and report writing experience within financial services• Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Professional with a proven strong customer focus approach to getting the best outcome for theclient and the business.
Desirable:• Experience of working in a small to medium sized financial services environment• Experience of working with IO back-office software• Experience of working with FE Analytics research tool• Experience of working in an environment of significant change• Experience of working with a Discretionary Fund Manager
Skills & Qualifications:Essential:
• 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 project
For more information or a confidential chat please get in touch with Sarah Walker.
