Paraplanner - Market Harborough

Artemis Recruitment Consultants Ltd; Market Harborough; On-site; GBP 35,000 - 45,000; Full time

Job summary

An expanding wealth management firm is seeking an experienced Paraplanner in Market Harborough. The role involves preparing recommendations, managing client interactions, and ensuring compliance with regulations. Ideal candidates are detail-oriented and possess strong communication skills with at least two years of relevant experience.

Qualifications

• At least 2 years experience as a paraplanner or in a financial advisory firm.
• Intermediate level of Microsoft Suite including Outlook, Office, Word and Excel.
• Open to receiving feedback for personal progression.

Responsibilities

• Preparing recommendations and writing suitability reports for clients.
• Conducting analyses of investments, assessing performance and cost.
• Ensuring compliance with industry regulations in all recommendations.

Skills

Client Communication

Attention to Detail

Organizational Skills

Time Management

Tools

Microsoft Office

Job description

Type of Position: Paraplanner - Market Harborough
Pay: £35k - £45k
Reference: MarketHarb2

Paraplanner - Market Harborough

We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.

Responsibilities:

• Working closely with product providers to obtain information and process business
• Preparing recommendations for clients alongside advisers and writing suitability reports
• Answering client enquiries via telephone and email, resolving these in a professional and timely manner
• Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
• Preparing review documents for clients including bespoke illustrations and valuations
• Conducting detailed analysis of investments, assessing performance and cost
• Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
  

Experience & Qualifications:

• At least 2 years experience working as a paraplanner or within a financial advisory firm
• Previous St James's Place experience would be strongly advantageous
• Intermediate level Microsoft Suite – Outlook, Office, Word and Excel
• Confident communicating with clients and 3rd party providers
• Excellent attention to detail, organisational, and time management skills
• Open to receiving candid feedback in order to enhance your progression
  

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