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Key Responsibilities
- Working alongside advisers and client relationship managers to develop comprehensive financial plans tailored to individual client needs and objectives.
- Providing detailed technical analysis and professional judgement on existing financial and legal arrangements.
- Building and maintaining cashflow models, including scenario analysis and long-term forecasting to support advice recommendations.
- Preparing:
- suitability reports
- financial plans
- supporting client documentation
- Attending client meetings where appropriate to support the advice and planning process.
- Maintaining up-to-date knowledge of:
- financial planning solutions
- products
- technical strategies
- to ensure advice remains appropriate and robust.
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Requirements
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- Minimum Level 4 qualified, working towards or already holding Chartered status.
- Significant experience in a paraplanning or technical financial planning role within a regulated environment.
- Strong ability to apply technical knowledge to real-life client scenarios, ideally within a high-net-worth or complex planning environment.
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Jessica, London
Skills
Financial Planning
Technical Analysis
Cashflow Modeling
Scenario Analysis
Long-term Forecasting
Suitability Reports
Client Documentation
Client Meetings
Financial Solutions
Technical Strategies
Location