Paraplanner

2 weeks ago

Birmingham, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full time

Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products.


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:

- 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.

Desirable:

- Level 4 qualified or working towards (DipFA / DipPFS)

- 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.

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk

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