PARAPLANNER - LONDON

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

Our client is looking for a talented Paraplanner to join their team. You will be joining a SJP practice based in Central London, who offer a hybrid working model.

Key Responsibilities:

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Liaise with Product Providers / Third Parties regarding any technical queries
• Accurately complete new business sheets to be handed over to the PA.
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
• 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.
• AFPC or working towards.
• 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.