Paraplanner - Swavesey

Artemis Recruitment Consultants Ltd; Swavesey; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial advisor firm is seeking a talented Paraplanner in Swavesey. This role involves supporting Financial Planners by preparing comprehensive financial plans and reports, conducting thorough research, and ensuring a positive experience for clients. Applicants should be Diploma qualified with strong interpersonal skills and a solid understanding of the financial planning process.

Qualifications

• Good understanding of the Financial Planning process.
• In-depth knowledge and experience with cashflow modelling.
• Broad knowledge of the Financial Services Industry.

Responsibilities

• Support Financial Planners in research and analysis.
• Prepare client financial plans and suitability reports.
• Manage technical data presentation.
• Compile cashflow models as needed.

Skills

Interpersonal skills

Customer service skills

Planning and organisational skills

Attention to detail

Education

Full Diploma qualified

Job description

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05/04/2025

Type of Position: Paraplanner - Swavesey
Pay: £30k - £50k
Reference: Cambridge1

Paraplanner - Swavesey

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.
  
• 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.
  
  

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