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Financial Planning Specialist

2 months ago

ShorehambySea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Planning Paraplanner

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Paraplanner to join our team.

Key Responsibilities:
  • Support the Financial Planner in formulating advice to clients, providing technical guidance where necessary.
  • Review client objectives to ensure they are clear, concise, and achievable in relation to their financial circumstances.
  • Conduct research and analysis of investment funds and financial products, considering client objectives.
  • Review asset allocation for investment and pension holdings.
  • Prepare financial cashflow forecasts to demonstrate clients' current and future financial positions.
  • Develop Financial Plans outlining clients' current positions, goals, and strategies.
  • Understand the Financial Planning process and apply it effectively.
  • Organize and prioritize tasks to manage projects efficiently.
  • Stay up-to-date with industry developments and technical knowledge.

Requirements:

  • Strong technical knowledge of the Financial Services Industry.
  • Excellent planning and organizational skills.
  • Broad knowledge of the Financial Services Industry.