Paraplanner

Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. Day-to-day of the role:Client Interaction and Analysis:Understand clients'' financial situations and objectives.Analyse clients'' circumstances, objectives, and risk profiles.Identify missing client information pertinent to formulating recommendations.Maintain accurate and up-to-date client records.Research and Technical Support:Provide research on advice areas, products, and investment solutions using company-approved systems.Prepare information and comparisons for analysis by advisers.Assist in cashflow modelling analysis.Report Preparation:Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.Obtain accurate illustrations, key features, and other relevant paperwork for advisers'' presentation meetings with clients.Required Skills and Qualifications:Essential:5 GCSEs passes or equivalent including English and Maths.Attainment of the Level 4 Diploma in Financial Planning.Strong communication skills, able to adapt language and style to suit the audience.Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.Proficient in customer service, understanding and prioritising work to deliver excellent service.Teamwork and collaboration skills, understanding the importance of working together to improve outcomes.Technological proficiency ..... full job details .....