Financial Planning Assistant
2 days ago
Artemis Recruitment Consultants Ltd is seeking a highly motivated and organized individual to join their team as a Trainee Paraplanner in Wokingham.
Key Responsibilities:
- To review and quality check Private Client fact finds to ensure the information provided allows for thorough fund and product research, in preparation of drafting the report.
- To develop and implement holistic financial planning advice for each client using the information provided to draft a recommendation report.
- To meet individual targets for productivity and quality.
- To maintain accurate and up-to-date records on back office systems, ensuring documents are imported or scanned in a timely manner to support the recommendation.
Requirements:
- Excellent planning and organizational skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong technical knowledge of financial planning, pensions, investments, wealth management, life assurance, tax matters, and corporate financial advice.
- Proficiency in Excel and Word.
- Previous experience in an IFA firm is essential.
- Working towards Diploma Level 4.
Future Prospects:
Full Diploma in Financial Planning will be required to progress to a full Paraplanner role.
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