Paraplanner Financial Advisor Assistant PH -
Paraplanner Financial Advisor Assistant PH -
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Job Description
Job Overview: Paraplanner / Financial Advisor Assistant
Job Type: Fulltime contractor remote
Hours: assimilate to UK hours 68 hours of overlap (95 UK)
We are seeking a detailoriented and motivated Paraplanner to join our dynamic financial planning team. The successful candidate will play a crucial role in supporting the financial advisors by preparing client review packs conducting cashflow modelling researching investment and pension options and drafting suitability reports. This is an excellent opportunity for a professional with experience in financial planning or paraplanning looking to further develop their career in a collaborative clientfocused environment.
Key Responsibilities:
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Preparation of Client Review Packs: Support in the creation of annual planning meeting materials ensuring that all client information is accurate and uptodate.
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Cashflow Modelling: Utilize Voyant software to create and maintain cashflow models helping clients visualize their financial futures and make informed decisions.
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Pension Switch Research: Conduct detailed research on pension products and options assisting with pension switch recommendations and strategy development.
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Investment Research: Assist in gathering and analyzing information on investment opportunities including product selection performance metrics and suitability for clients.
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Suitability Report Writing: Draft suitability reports based on the research and recommendations made by the financial advisors ensuring compliance with regulatory standards.
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Collaboration with Financial Advisors: Work closely with financial advisors to ensure client needs are met provide timely updates and assist with strategy implementation.
Required Qualifications and Skills:
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Experience: At least 12 years of experience in a paraplanning or similar role within financial services. A strong understanding of financial planning concepts is essential.
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Technical Skills:
- Proficiency in Microsoft Office Suite (Excel Word PowerPoint).
- Familiarity with Google Suite (Docs Sheets Drive).
- Experience with financial planning software particularly Voyant is preferred (training will be provided).
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Communication: Strong written and verbal communication skills with the ability to clearly articulate complex financial concepts in reports.
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Attention to Detail: Ability to work accurately and efficiently ensuring all data and reports are correct.
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Organizational Skills: Excellent timemanagement and organizational skills to handle multiple tasks and deadlines.
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ProblemSolving: Ability to conduct research and contribute to finding optimal solutions for clients' financial needs.
Desirable Skills:
- A working knowledge of UK pension schemes investments and regulatory requirements.
- Financial Planning qualifications such as Diploma in Financial Planning (DipPFS) or equivalent would be advantageous but not required.
- Previous experience with financial planning systems is a plus.
Training & Development:
- Full training on the company’s proprietary systems and tools will be provided.
- Ongoing professional development support available.
Employment Type
Full Time
