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:

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• Support the Financial Planners in research and analysis to meet client needs and objectives.
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• Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
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• Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
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• Manage the presentation of technical data to the Financial Planners.
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• Compile cashflow models when required as part of the advice process.
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• Attend client meetings with Financial Planners as required, present cashflow to clients as required.
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• Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
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• Maintain up to date product and technical knowledge.
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• Maintain all standards of performance as required by the firm.
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• Develop and maintain internal relationships within all parts of the business.
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• Promote the profile of the business within the profession and wider communities.
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• Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
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Essential Qualities:

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• Fully Diploma qualified
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• Good understanding of the Financial Planning process.
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• Strong interpersonal skills, both written and verbal communication.
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• Customer service skills – providing an excellent service to the adviser and client.
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• Excellent planning and organisational skills.
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• Ability to work effectively to deadlines.
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• Accuracy and attention to detail to balance demands of role.
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• An understanding of cashflow modelling.
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• Broad knowledge of the Financial Services Industry and high level of technical knowledge.
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• In depth knowledge and experience with cashflow modelling.
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• Ability to manage and complete projects.
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If this position is something that you would be interested in, then please forward your CV to Sam at Artemis Recruitment.