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Homebased Financial Planning Assistant

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Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanner Job Description

Artemis Recruitment Consultants Ltd is seeking a skilled Paraplanner to join their team in Farnham. The ideal candidate will have a background in providing high-level technical paraplanning services, including the production of cash flow models and suitability reports.

Key Responsibilities:
  1. Assist Financial Planners in formulating advice to clients, providing technical support and guidance as needed.
  2. Review client objectives to ensure they are clear, concise, and achievable in relation to their financial circumstances.
  3. Conduct research and analysis of investment funds and financial products, considering client objectives.
  4. Review asset allocation for investment and pension holdings.
  5. Develop financial cash flow forecasts, clearly demonstrating clients' current and future financial positions.
  6. Prepare financial plans, outlining clients' current positions, goals, and strategies for achieving them.
  7. Demonstrate strong technical knowledge and understanding of financial products.
  8. Excellent communication skills, both verbally and in writing.

Our client offers flexible working arrangements, with the option to work from home for part of the week.