Paraplanner

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; London; On-site; GBP 40,000 - 65,000; Full time

Job summary

A global investment management firm in London seeks a Paraplanner to analyze client portfolios and provide advice on investments and pensions. Candidates should have a degree and 3+ years in financial services, with strong skills in financial planning and client suitability. This full-time position involves evaluating client needs and formulating asset allocation recommendations.

Qualifications

• 3+ years financial services experience required.
• Experience working with accuracy and time-management skills.
• Ability to work under pressure in a team environment.

Responsibilities

• Evaluate prospective client objectives and financial situations.
• Review and formulate plans for highly specialized situations.
• Create training for other groups within the firm.

Skills

Financial Planning principles

Organisational skills

Quantitative analysis

Client suitability understanding

Education

University degree or equivalent

Level 4 Qualification – CII Regulated Diploma

Job description

Overview

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.

Responsibilities

• Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
• Review and formulate plans for clients with highly specialised situations
• Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable
• Create and lead training for other groups within the firm as needed
• Work on ad hoc projects to improve the efficiency of the firm
• Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Your Qualifications

• A University degree or equivalent combination of education/experience
• Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
• 3+ years financial services experience required
• Experience working with accuracy and ability to organise/time-manage
• Quantitative in nature
• Ability to work under pressure and in a dynamic team environment
• Very strong understanding of Financial Planning principles
• Exceptional understanding of client suitability

If you are interested in applying for this role then please submit a copy of your CV to [e-mail]

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

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