Financial Paraplanning Specialist
4 weeks ago
**Job Summary**
We are seeking a skilled Financial Paraplanning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for preparing recommendations and producing suitability reports in line with company policy.
Key Responsibilities:
- With 5 years of paraplanning experience, you will be able to write two multi-pension and investment suitability reports per week, or 5 simple suitability or review reports per week.
- Lead the preparation of suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required.
- Hold at least Level 4 Diploma in Financial Planning or equivalent to act as a knowledge bank for queries of a technical nature in the absence of the adviser.
- Responsible for day-to-day paraplanning tasks, identifying missing information in client cases, 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 communications with third parties.
- Assist in identifying planning areas and sourcing solutions to meet client needs, including tax calculations preparation when necessary.
- Deal with technical queries from clients and commit to continuous personal development to stay updated.
Essential Education, Qualifications & Training
- 5 years of Financial Services Paraplanning Experience.
- Completion of short compliance, money laundering, and basic knowledge tests during probation.
Knowledge and Ability
- Detailed technical knowledge of Financial Services in an IFA environment.
- Ability to write two multi-pension and investment suitability reports per week or 5 simple reports per week.
- Experience in completing pre-report file assessments, TVC experience, and producing various financial reports.
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