Sound Financial
Basildon, UK
16 Sep 2019
03 Oct 2019
Contract Type
Full Time

Job Title - Paraplanner
Location - Essex SS14 3EZ
Salary - £30 - 43K
Duration - Permanent / Full Time
Sector - Financial Services

Here at Sound Financial we offer a fresh thinking approach to Financial Planning and understand the challenges many may have faced in receiving unbiased advice. We keep our clients at the heart of everything we do and believe that honesty, trust and kindness are the best ways to build our client and business relationships.

As a result of our growth plans we are looking for a paraplanner to work alongside our financial planners and client relationship co-ordinators - could this be you? You will be currently working towards level 4 and have experience within cash flow planning. You will be looking for a new opportunity and your values will match ours of accountability, collaboration, innovation and excellence.

As a paraplanner, you will be responsible for:

- Technical preparation and maintenance of client files
- Preparation and implementations of recommendations
- Preparation and continuous updating of financial plans (including cash flow forecasts)
- On-going reviews of client affairs
- Keeping up to date with technical issues and undertake necessary research.

You will have the following skills and experience:

- R04 and R02 or equivalent. You will either have or be working towards level 4.
- Excellent knowledge of financial services products
- Excellent working knowledge of word and excel.
- Experience of cash flow planning or cash flow modelling.
- You will be passionate about client relationships and the importance of assimilating technical and complex issues to improve the client experience.
- High levels of attention to detail

You may have experience of the following: Financial Administrator, Paraplanner, Senior Paraplanner, Financial planner, Technical Administrator, Financial Services etc.,

No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications. Emerald Starfish are working exclusively with this client on a retained basis.


Closing date for applications is 11th October 2019.

REF: 89077

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