WOODRUFF FINANCIAL PLANNING

Responsibility

• tax calculations
• preparing and implementing investment plans
• client testimonial videos: https://woodruff-fp.co.uk/client-testimonials/#testimonials

Requirements

• working currently as a paraplanner in a financial adviser practice specialising in wealth management; or
• knowledge of technical financial planning tools, e.g. Voyant/Truth, Defaqto Engage, Selectapension, Financial Express Analytics or Assureweb
• fully qualified to your Level 4 Diploma
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• highly organised, methodical, analytical and disciplined
• able to convey complex information in an easy-to-understand way
• good technical understanding of financial services products
• excellent attention to detail
• A friendly and helpful manner
• able to work to strict deadlines and under pressure if needed
• at least 2 years’ experience working in any role in financial advice practice specialising in wealth management with some progress towards your Level 4 Diploma; or
• excellent interpersonal skills, both written and verbal
• able to work as part of a team and connect with all your colleagues
• at least 2 years’ experience working in any role in a financial advice practice specialising in wealth management with some progress towards your Level 4 Diploma; or
• share our values and have a desire to work with us to achieve our company goals

Earnings for position paraplanner

Responsibility

• other duties as directed by management
• coordinating meetings between Director and introducers
• set up and set down meeting room
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• filter general information, queries, phone calls and invitations
• maintaining marketing records in database

Requirements

• interpersonal skills to develop and maintain client trust and inspire confidence
• able to communicate effectively in verbal and written form
• highly organised, methodical and disciplined
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• shows initiative and takes personal responsibility for completing tasks
• able to work within defined business processes
• adopts a positive attitude, willing to assist others when busy
• attention to detail
• able to achieve agreed outcomes without supervision
• able to prioritise and plan workload