24 Oct
Artemis Recruitment Consultants
Fareham
Job description
Paraplanner - Fareham
Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.
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.
Essential Qualities :
- Demonstrate a strong technical knowledge and understanding of all financial products
- Be level 4 diploma qualified as a minimum and ideally working towards Chartered status
- Have a minimum of 3 years’ experience within a paraplanning role
- Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
- Have a good attention to detail
- Be a good team player
- Excellent communication skills, both verbally and in writing
- Be comfortable with working in a fast-paced environment
- Be organised and able to manage a busy workload
Our client offers flexible working arrangements, with the idea that the candidate will be office based for 2 days and the rest can be worked from home.
▶️ Paraplanner - Fareham
🖊️ Artemis Recruitment Consultants
📍 Fareham