Senior Paraplanner

2 weeks ago

ShorehamBySea West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Senior Paraplanner - Brighton
Pay: £40k - £45k

Senior Paraplanner - Brighton

Our client is looking for a talented Paraplanner to join their team. 


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. 

     
  • 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.

     
  • Level 4 diploma qualified and ideally working towards Chartered status.
  • 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. 

     

     
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