Paraplanning Professional

We are recruiting a Paraplanning Professional to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will have a strong understanding of financial planning principles and be able to provide research and analysis of investment funds and financial products, while considering client objectives.

This role offers a competitive salary of £35k - £40k per annum, depending on experience. The ideal candidate will have a solid understanding of financial planning principles and be able to review asset allocation for any investment/pension holdings, complete financial cashflow forecasts, and prepare financial plans.

1. Provide research and analysis of investment funds and financial products, ensuring compliance with regulatory requirements.
2. Review asset allocation for any investment/pension holdings, identifying areas for improvement.
3. Complete financial cashflow forecasts, highlighting potential risks and opportunities.
4. Prepare Financial Plans, outlining clients current position, goals, and recommended strategies.

The successful candidate will also be responsible for obtaining applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sources, providing clear research of the advice provided. Additionally, they will need to successfully complete all relevant exams as agreed throughout their training plan and regularly update and maintain industry/product knowledge through webinars, seminars, and training sessions.

• Previous experience of working in a similar role within financial services.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a team environment.
• Familiarity with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.