Financial Planning Expert

5 days ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Description:

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  • Role Overview

The Financial Paraplanner will work closely with a full team of administrators and Financial Advisers to prepare recommendations and produce suitability reports in line with company policy.

Key Responsibilities

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  • Prepare two multi-pension and investment suitability reports per week or five simple suitability or review reports per week, utilizing excellent writing skills.
  • Lead the preparation of suitability reports for approval by the Financial Adviser and create associated documentation as required.
  • Hold at least Level 4 Diploma in Financial Planning or equivalent to serve as a knowledge bank for technical queries.
  • Assist in day-to-day paraplanning tasks, identifying missing information, working with advisers and the administrative team to obtain necessary details, and subsequently writing a suitability report for adviser approval.
  • Record all client communications on the client's file in clear English, including interactions with third parties.
  • Help identify planning areas and source solutions to meet client needs, including tax calculations when necessary.
  • Address technical queries from clients and commit to continuous personal development to stay updated.

Essential Education, Qualifications & Training

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  • Possess 5 years of experience in Financial Services Paraplanning.
  • Complete short compliance, money laundering, and basic knowledge tests during probation.

Knowledge and Ability

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  • Demonstrate detailed technical knowledge of Financial Services in an IFA environment.
  • Show ability to write multiple types of financial reports.
  • Have experience in completing pre-report file assessments, TVC experience, and producing various financial reports.

Salary Information: We are offering a competitive salary of £35,000 - £40,000 per annum, depending on experience.



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