Paraplanner – Farnborough – £25-40k

Farnborough, England, gb
Company: Artemis Recruitment Consultants
Category: Business and Financial Operations Occupations
Published on 2021-06-17 18:06:37

Our client is looking for an additional Paraplanner to join their team – possibility to earn up to £40k depending on experience. Those with less experience will ideally have already worked in a financial admin role.

You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.

Specific activities include:
• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with Financial Advisers
• Identify and obtain the information necessary to compile financial cashflow forecast
• Compile draft net worth statement; income and expenditure statements and financial
cashflow forecast and discuss with Financial Advisers
• Identify areas for planning
• Undertake research both independently and with the Financial Adviser to identify suitable
solutions to meet the clients needs
• Prepare information/comparisons for analysis by planner
• Liaise with client’s legal and tax advisers (if applicable)
• Consider current and future allocation of assets for investment strategy with regard to client
risk profile
• Prepare draft recommendation reports to be discussed/signed off by planner
• Prepare suitability letters in accordance with the agreed recommendations
• Complete application / proposals forms
• Ensure all compliance paperwork is in order
• Make changes to clients’ investments as instructed
• Implement the chosen investment strategies
• Act as main point of contact and deal effectively with queries from clients and other parties
through effective communication
• Establish and build strong relationships with clients and attend client meetings with Financial Adviser
if required
• Organise future planning meetings with client
• Review investment portfolio, asset allocation, risk profile etc
• Send planning figures to client for update and revision in preparation for next meeting
• Initiate review meetings with clients

Key skills/Experience required
Essential
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate
• Articulate
• Excellent inter-personal skills, both written and verbal
• Ability to multi-task and prioritise effectively
• Good IT skills
• Good report writing skills
• Ability to work independently and in a team
Desirable
• Broad knowledge of financial services world
• High level of technical knowledge

Qualifications
Essential
Level 4 qualified or working towards

Please email your CV to josie@artemisrecruitment.co.uk be considered for this position.

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