Walk-in || UK Financial Planner

Role & responsibilities

Role: Paraplanner
The Paraplanner role may be broken down into four key parts:
A. Preparing and maintaining the client file
B. Preparing recommendations
C. Implementing recommendations
D. Review.
Specific activities include:
• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with planner
A. Preparing and maintaining the client file:
Generally the Financial Planner should collect the qualitative information (client attitudes,
life Goals etc.) leaving the paraplanner to collect all the quantitative detailed information
required to compile a financial plan. The Paraplanner may attend client meetings.
• Identify and obtain the information necessary to compile financial cash flow
forecast
• Compile draft net worth statement; income and expenditure statements and
financial
• cash flow forecast and discuss with planner.
B. Preparing recommendations:
Identify areas for planning
• Undertake research both independently and with the Financial Planner to identify
suitable solutions to meet the clients needs
• Prepare information/comparisons for analysis by planner
• Liaise with clients providers.
• Consider current and future allocation of assets for investment strategy with
regard to client risk profile
• Generate quotes and illustration Online from respective providers
• Prepare draft recommendation reports to be discussed/signed off by planner.
C. Implementing recommendations:
Prepare suitability letters in accordance with the agreed
Recommendations
• Complete application / proposals forms
• Ensure all compliance paperwork is in order
• Make changes to clients’ investments as instructed
• Implement the chosen investment strategies
• Learn and execute the re-registration processes
D. Review:
Act as main point of contact and deal effectively with queries from clients and other
parties through effective communication
• Establish and build strong relationships with clients and attend client meetings with
planner if required
• Preparing client valuations
• Organize future planning meetings with clients
• Review investment portfolio, asset allocation, risk profile etc.
• Initiate review meetings with clients
• Liaise with providers for fund valuations
Experience Required
• Send planning figures to client for update and revision in preparation for next
meeting
• Understanding of the Financial Planning process
• Experience 2 years and above
• Master’s & Bachelor’s degree in business Finance, M.Com, CFP or a related field
E: [email removed] | W: www.befreeltd.com
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Key skills
• Ability to work independently and achieve agreed outcomes.
• Strong planning, prioritization, and time-management skills.
• High attention to detail and accuracy.
• Quick learner with adaptability to new systems and processes.
• Excellent written, verbal, and interpersonal skills.
• Ability to multitask and meet deadlines.
• Good IT and report-writing skills.
• Flexible and willing to take on additional responsibilities as required.
• Knowledge of the financial services industry.
• Good technical knowledge.
• Willingness to continuously learn and upgrade knowledge.
• Ability to maintain high-quality standards aligned with UK market requirements.
Job Location, Work Timings and Work Model:
10:30 AM To 7:30 PM
(1st sat ,3rd sat & 5th sat off)
Salary: As per Industry standards.

Perks and benefits

• Free lunch
• Health Insurance

Interested candidates can drop their CV's to [email removed]