Paraplanner

Artemis Recruitment Consultants Ltd; Essex; On-site; GBP 30,000 - 42,000; Full time

Job summary

Artemis Recruitment Consultants Ltd is seeking a skilled Paraplanner to support Financial Planners by building high-quality financial planning reports and conducting strategic research on plans and products.

You will prepare client plans and suitability reports, present cashflow models, and maintain up-to-date technical knowledge to assist advisers and enhance client service.

Qualifications

• Fully Diploma qualified.
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills - providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail to balance demands of role.
• An understanding of cashflow modelling.
• Broad knowledge of the Financial Services Industry and high level of technical knowledge.
• In depth knowledge and experience with cashflow modelling.
• Ability to manage and complete projects.

Responsibilities

• Support the Financial Planners in research and analysis to meet client needs and objectives.
• Prepare client financial plans and suitability reports/letters for Financial Planners - including annual review, new business or ad hoc advice reports.
• Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
• Manage the presentation of technical data to the Financial Planners.
• Compile cashflow models when required as part of the advice process.
• Attend client meetings with Financial Planners as required, present cashflow to clients as required.
• Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
• Maintain up to date product and technical knowledge.
• Maintain all standards of performance as required by the firm.
• Develop and maintain internal relationships within all parts of the business.
• Promote the profile of the business within the profession and wider communities.
• Complete Continuous Professional Development to meet regulatory requirements and personal development needs.

Skills

Diploma qualified

Financial planning process

Interpersonal skills

Customer service

Planning & organisation

Cashflow modelling

Attention to detail

Project management

Education

Diploma

Job description

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products

Key Responsibilities:

• Support the Financial Planners in research and analysis to meet client needs and objectives.
• Prepare client financial plans and suitability reports/letters for Financial Planners - including annual review, new business or ad hoc advice reports.
• Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
• Manage the presentation of technical data to the Financial Planners.
• Compile cashflow models when required as part of the advice process.
• Attend client meetings with Financial Planners as required, present cashflow to clients as required.
• Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
• Maintain up to date product and technical knowledge.
• Maintain all standards of performance as required by the firm.
• Develop and maintain internal relationships within all parts of the business.
• Promote the profile of the business within the profession and wider communities.
• Complete Continuous Professional Development to meet regulatory requirements and personal development needs.

Essential Qualities:

• Fully Diploma qualified
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills - providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail to balance demands of role.
• An understanding of cashflow modelling.
• Broad knowledge of the Financial Services Industry and high level of technical knowledge.
• In depth knowledge and experience with cashflow modelling.
• Ability to manage and complete projects.