Paraplanner (1124)

Job Role

Responsibilities

• Responsibilities include:
• Prepare detailed reports and documentation to support financial planning activities.
• Conduct analysis of client data to assist in developing tailored financial strategies.
• Assist with the preparation of financial plans, including cash flow analysis, investment strategies, and risk assessments.
• Maintain accurate client records using Microsoft Office applications such as Word, Excel, and Outlook.
• Communicate effectively with clients and team members to ensure clarity and understanding of financial recommendations.
• Organise schedules, appointments, and follow-ups to ensure smooth workflow within the team.
• Support the compliance process by ensuring all documentation adheres to regulatory standards.
• Provide exceptional customer service by addressing client queries professionally and efficiently.

Skills and Qualifications

• Proven organisational skills with the ability to manage multiple tasks effectively.
• Strong report writing and analysis skills within a financial services context.
• Knowledge of financial planning principles and processes. Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook; familiarity with IT systems is essential.
• Excellent communication skills, both written and verbal, to liaise confidently with clients and colleagues.
• Previous administrative experience is desirable but not essential; training will be provided where necessary.
• Ability to demonstrate good time management skills in a fast-paced environment.
• Customer service experience is advantageous, reflecting a professional approach towards clients. This role provides an excellent platform for career development within the financial services industry, offering comprehensive

Benefits

• Company pension scheme
• Death in service
• 25 days annual leave
• Flexible Benefits
• Birthday as an additional day off
• Opportunity to purchase additional holidays
• Enhanced family friendly policies
• Cycle to work scheme
• Equal Opportunities:
• Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership