Hybrid Paraplanner: Elevate Client Financial Plans

Artemis Clarke Ltd; England; Hybrid; GBP 40.000 - 50.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Career development

Collaborative environment

Zusammenfassung

Artemis Clarke Ltd is hiring a Paraplanner in Liverpool for a hybrid role, supporting financial planners and delivering high-quality reports.

You will prepare client reports, conduct research, and contribute to comprehensive financial plans while ensuring regulatory compliance and accurate records. The position offers a collaborative environment and professional development opportunities.

Qualifikationen

• Experience as a paraplanner within a Financial Planning or Wealth Management environment.
• Strong knowledge of financial planning and personal finance.
• Excellent analytical skills to interpret client information and assess suitable financial solutions.
• Excellent report writing and documentation skills.

Aufgaben

• Prepare detailed client reports and suitability letters.
• Draft recommendations in line with regulatory and compliance requirements.
• Analyse client information to support the financial planning process.
• Conduct research on financial products, investments, and planning solutions.
• Assist Financial Planners in developing tailored financial strategies.
• Maintain accurate client records and update internal systems.
• Liaise with advisers, administrators and other stakeholders to ensure an efficient client journey.
• Support ongoing process improvements and deliver an exceptional client experience.
• Ensure all work is completed accurately and within agreed timescales.

Kenntnisse

Paraplanner

Financial planning

Analytical skills

Report writing

Investments knowledge

MS Office

Ausbildung

Level 4 Diploma in Financial Planning

Tools

Financial planning software

Microsoft Excel

Jobbeschreibung

Artemis Clarke Ltd is hiring a Paraplanner in Liverpool for a hybrid role, supporting financial planners and delivering high-quality reports.

You will prepare client reports, conduct research, and contribute to comprehensive financial plans while ensuring regulatory compliance and accurate records. The position offers a collaborative environment and professional development opportunities.