Full job descriptionParaplanner - Brighton and Horsham Locations
Hybrid - 2 days working from home


ROLE PURPOSE
Key duties & responsibilities
Support the Financial Planners, applying your technical knowledge to provide client solutions.
Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client service.
Build client relationships, establishing a key point of contact role for clients.
Carry out research, analysis and due diligence of client holdings.
Prepare technical calculations.
Identify information required to compile a financial plan.
Prepare client cash flow reports, using cash flow modelling software.
Prepare suitability reports to a high standard, in line with our recommendations.
Attend client meetings where appropriate.
Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
Work to target Key Performance Indicators / Service Level Agreements.
Work collaboratively with the client services support team, to ensure recommendations are correctly implemented.
Review client files upon completion of business.
Actively promote ideas and suggestions and participate in all business improvements as part of a commitment to continuous improvement.
Adhere to regulatory conduct rules and understand professional ethics and the organisation’s methods and standards of working.
Keep up to date with legislative changes and always adhere to compliance requirements.


EXPERIENCE & QUALIFICATIONS
PERSON SPECIFICATION
QUALIFICATIONS
CII Diploma in Regulated Financial Planning (DipPFS) (desirable)
CII Advanced Diploma in Financial Planning (working towards preferred)


EXPERIENCE
3-4 years’ relevant work experience
Previous experience of working in a similar role
Working to tight deadlines
Analysing client portfolios
Technical compliance and advisory work


KNOWLEDGE
Sound knowledge of financial products and plans and technical calculations
Good working knowledge of relevant legislation and industry best practice
Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages


SKILLS & QUALITIES
Excellent organisational skills
Strong communication skills – both written and oral
Excellent attention to detail
Logical thinking and problem-solving skills
Ability to have the client at the heart of what the teams do
Good team player with the ability to build effective relationships at all levels
Ability to work on own initiative and to tight deadlines
Self-motivated, and able to develop ideas into practice
Dedication to continuing professional development (CPD)