Paraplanner - Cashflow Modelling & Planning Support

Artemis Recruitment Consultants Ltd; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial services recruitment agency is looking for a talented Paraplanner in Greater London. Join a dynamic team offering a hybrid working model. This role involves assisting Financial Planners with technical support, reviewing client financial objectives, and preparing comprehensive financial plans. Candidates should be fully diploma qualified with strong interpersonal and customer service skills. A good understanding of financial planning processes and cashflow modeling is essential for success.

Benefits

Hybrid working model

Qualifications

• Excellent verbal and written communication skills.
• Proven ability to work effectively to deadlines.
• Broad knowledge of the Financial Services Industry.

Responsibilities

• Assist the Financial Planner in formulating advice to clients.
• Review client objectives against financial circumstances.
• Conduct research and analyze investment funds.

Skills

Interpersonal skills

Customer service skills

Organizational skills

Attention to detail

Education

Diploma qualification

AFPC or working towards

Job description

A financial services recruitment agency is looking for a talented Paraplanner in Greater London. Join a dynamic team offering a hybrid working model. This role involves assisting Financial Planners with technical support, reviewing client financial objectives, and preparing comprehensive financial plans. Candidates should be fully diploma qualified with strong interpersonal and customer service skills. A good understanding of financial planning processes and cashflow modeling is essential for success.