Technical Paraplanner

Artemis Clarke Ltd; Colchester; On-site; GBP 30,000 - 45,000; Full time

Job summary

Artemis Clarke Ltd in Colchester is seeking a Technical Paraplanner to support Financial Planners by creating detailed planning reports and researching strategies.

The role centers on cashflow modelling, client meetings, and keeping up-to-date product knowledge, requiring strong interpersonal and organisational skills.

Qualifications

• Strong interpersonal and written/verbal communication skills.
• Excellent planning and organisational abilities.
• In-depth knowledge and experience with cashflow modelling.
• Understanding of the financial planning process.

Responsibilities

• Support the Financial Planners in research and analysis to meet client needs and objectives.
• Prepare client financial plans and suitability reports/letters, including annual review, new business or ad hoc advice reports.
• Compile cashflow models when required as part of the advice process.
• Attend client meetings with Financial Planners as required, presenting cashflow to clients as required.
• Maintain up to date product and technical knowledge.

Skills

Interpersonal skills

Planning and organisation

Financial planning process

Cashflow modelling

Education

Diploma qualified

Job description

Technical Paraplanner

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, including annual review, new business or ad hoc advice reports
• Compile cashflow models when required as part of the advice process
• Attend client meetings with Financial Planners as required, presenting cashflow to clients as required
• Maintain up to date product and technical knowledge

Essential Qualities

• Fully Diploma qualified
• Good understanding of the Financial Planning process
• Strong interpersonal skills, both written and verbal communication
• Excellent planning and organisational skills
• In-depth knowledge and experience with cashflow modelling