Paraplanner

Roles & Responsibilities

Key Responsibilities:

• Writing & reviewing templated financial planning “Statement of Advice” (SoA) documents.
• Supporting Associate Advisers with the existing client base.
• Work on multiple online systems and platforms to generate Financial Planning templates.
• Make necessary changes based on the Adviser’s preferences.
• Enter text based and numerical information from primary source documents and enter them into the software.
• Add Financial Modeling & Projection to the SoAs.
• Research and obtain further information for incomplete documents.
• Keep up to date on insurance/pension related products. 

Requirements:

• Degree in Management, Accounting, Finance or similar or partly qualified in CIMA/AAT/ACCA, Chartered, Banking etc.
• Minimum of 1 year of experience in financial planning administration, paraplanning, or a similar role. 
• Ability to manage multiple tasks and meet strict deadlines. 
• Proficiency in Microsoft Office Suite, particularly MS Word and Excel, is mandatory
• Strong attention to detail with the ability to produce accurate documentation.